Trading Project Manager

• Jun 2023 - Present

Acts as project manager and participates in special projects supporting the Orion Trading Team. Creates and maintains comprehensive project documentation using Smartsheet and Salesforce technology. Works directly with clients and appropriate internal resources to develop project scope of work documents and project plans Manages change to scope and schedules accordingly Plans, budgets, oversees and documents all aspects of projects to ensure on time completion. Reports, tracks and escalates projects and issues to leadership team as needed. Opportunity to work through our program to achieve project management certifications. Creates BRD’s and specifications for new development needs. Works with the programming team to provide Statement of Work (SOW) for customized development. Coordinates new development priorities with Director and Applications teams. Responsible for testing new development to ensure specifications were met and released properly; this may include weekend hours for build release rollouts and testing. Provides support/training to internal teams on Orion’s various proprietary Connect applications when new technology is created or as needed. Participates in training sessions during Orion Tech Labs or Regional events, as needed. Periodic travel required to conduct onsite visits for project management requirements or strategic visits Show less

Product Technical Writer

• May 2022 - Jun 2023

Meets weekly with Training and Engagement and other SME Training Specialists to collaborateCreates a systematic review process of all curriculum to ensure Ascent curriculum is up to date for specific SME TeamProduces Ascent courses following technology developmentResponsible for assessment development and maintenance in AscentResponsible for utilization reports and certification tracking in the content-specific areaActively participates on subject-specific Product Management TeamActively participates on subject-specific App TeamCreates new Assists in AssistMe based on technology development and needs of advisorsRegularly updates AssistMe based on technology development and functionalityActivates specific Assists for Advisors and Reps by requestUpdates AssistMe based on development and functionalityUtilizes business analytics tools to research internal and external engagement and adoption of Orion technologyConducts regular webinars for New Users and General Orion Users.Troubleshoots SME team-specific issues; responds to inquiries via email, phone, chat, etc; ensures accuracy of dataParticipates in Quarter End, Tech Labs, and HOVsCreates and updates 30/60/90 day evaluations and reviews (housed in Ascent)Responsible for training of new employees for SME TeamWorks with new employees individually, training them in a one on one or small group settingActively participates on subject-specific Product Management Team and App TeamRegularly works with SME team members to help troubleshoot problems and develop learning contentRemains available to support case, phone, and chat queues when neededRegularly meets with new employees individually, including at 30/60/90 day evaluation and reviewsProvides guidance and direction for new employees Show less

Trading Product Specialist

• May 2021 - Jun 2022

Territory Sales Manager

• Apr 2017 - Aug 2020

• Build and expand the use of retirement income solutions within advisor practices • Deliver sales results; actively participate in the development and execution of territory business plans to maximize sales. • Maintain existing advisor relationships and develop new relationships through proactive sales calls, email campaigns and quality meetings/sales presentations • Build and expand the use of retirement income solutions within advisor practices • Deliver sales results; actively participate in the development and execution of territory business plans to maximize sales. • Maintain existing advisor relationships and develop new relationships through proactive sales calls, email campaigns and quality meetings/sales presentations

Financial Advisor

• Mar 2016 - Mar 2017

• Implement investment strategies to help clients achieve retirement goals • Execute marketing and advertising plans to effectively to meet team objectives • Develop and maintain clientele base for affluent clients in 403B market with financial planning needs • Successfully work with advising team in order to grow clientele base • Implement investment strategies to help clients achieve retirement goals • Execute marketing and advertising plans to effectively to meet team objectives • Develop and maintain clientele base for affluent clients in 403B market with financial planning needs • Successfully work with advising team in order to grow clientele base