Orion Advisor Services
Industry: Company
DescriptionFounded: 1999 Parent organization: NorthStar Financial Services Group, LLC
Orion Advisor Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Orion Advisor Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Orion Advisor Services Employees
Employee
Years
Job
Industry
Joe Leyboldt Joe Leyboldt's Orion Advisor Services Experience November 2007 - Present
Job Director of Technology Support at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services November 2007 - Present
Orion Advisor Services September 2006 - November 2007
Orion Advisor Services October 2002 - August 2006
Orion Advisor Services October 1999 - October 2002
Skills
Report Writing, Mi, SQL, Keynote, Mac OS X, Windows, iPhone, OS X, MIS, T-SQL, Salesforce.com, Business Analysis, Financial Services
Education
Iowa Western Community College
Business Administration
Metropolitan Community College
Business Administration
Orion Advisor Services November 2007 - Present
Orion Advisor Services September 2006 - November 2007
Orion Advisor Services October 2002 - August 2006
Orion Advisor Services October 1999 - October 2002
Skills
Report Writing, Mi, SQL, Keynote, Mac OS X, Windows, iPhone, OS X, MIS, T-SQL, Salesforce.com, Business Analysis, Financial Services
Education
Iowa Western Community College
Business Administration
Metropolitan Community College
Business Administration
Jacob Danielson Jacob Danielson's Orion Advisor Services Experience November 2014 - Present
Job Account Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services November 2014 - Present
Best Buy February 2014 - November 2014
Best Buy August 2012 - February 2014
Best Buy January 2005 - August 2012
Love and Larn Child Care August 2003 - August 2005
Sherman Plumbing August 2003 - August 2005
Skills
Sales, Microsoft Office, Customer Service, Time Management, Inventory Management, Loss Prevention, Team Building, Inventory Control, Pricing, PowerPoint, Microsoft Word, Shipping, Retail, Training, Process Improvement, Store Management, Retail Sales, Account Management, Salesforce.com, Organization Skills, Leadership, Management, Team Leadership, Customer Satisfaction, Microsoft Excel, Social Networking
Education
University of Nebraska at Omaha 2008 — 2011
Bachelor of Science, Business Administration; Business Administration; Management emphasis; Business Administration
Metropolitan Community College 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Orion Advisor Services November 2014 - Present
Best Buy February 2014 - November 2014
Best Buy August 2012 - February 2014
Best Buy January 2005 - August 2012
Love and Larn Child Care August 2003 - August 2005
Sherman Plumbing August 2003 - August 2005
Skills
Sales, Microsoft Office, Customer Service, Time Management, Inventory Management, Loss Prevention, Team Building, Inventory Control, Pricing, PowerPoint, Microsoft Word, Shipping, Retail, Training, Process Improvement, Store Management, Retail Sales, Account Management, Salesforce.com, Organization Skills, Leadership, Management, Team Leadership, Customer Satisfaction, Microsoft Excel, Social Networking
Education
University of Nebraska at Omaha 2008 — 2011
Bachelor of Science, Business Administration; Business Administration; Management emphasis; Business Administration
Metropolitan Community College 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Lantz Hunt Lantz Hunt's Orion Advisor Services Experience September 2013 - November 2013
Job Senior Vice President of Operations
Industry Financial Services
Experience
Carson Wealth Management Group December 2013 - Present
Orion Advisor Services September 2013 - November 2013
Orion Advisor Services August 2012 - August 2013
Constellation Trust Company/Northstar Financial 2005 - July 2012
Skills
Asset Management, Asset Managment, Financial Services, Investments, Mutual Funds, Securities, Series 7, Investment Advisory, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Alternative Investments
Education
University of Nebraska-Lincoln 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Carson Wealth Management Group December 2013 - Present
Orion Advisor Services September 2013 - November 2013
Orion Advisor Services August 2012 - August 2013
Constellation Trust Company/Northstar Financial 2005 - July 2012
Skills
Asset Management, Asset Managment, Financial Services, Investments, Mutual Funds, Securities, Series 7, Investment Advisory, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Alternative Investments
Education
University of Nebraska-Lincoln 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Brooke Trainer Brooke Trainer's Orion Advisor Services Experience June 2011 - February 2014
Job Certified SalesForce Administrator and Project Manager
Industry Information Technology and Services
Experience
Mutual of Omaha November 2014 - Present
Diversified Solutions/Mutual of Omaha February 2014 - November 2014
Orion Advisor Services June 2011 - February 2014
Dreamforce 2012 - 2012
Database101 November 2010 - March 2011
Walton International Group March 2008 - October 2010
Walton International Group May 2007 - March 2008
Brundage Bone Concrete Pumping February 2006 - May 2007
Hunter Contracting Company October 2005 - February 2006
Tri – Con Industries, Ltd May 2005 - October 2005
Skills
Salesforce.com, Project Management, Business Process, Business Analysis, Data Analysis, Integration, Databases, Business Process..., Sales Process, CRM, Process Improvement, Process Management, Process Optimization, SQL, HTML, Sales, Leadership
Education
University of Nebraska-Lincoln 2000 — 2004
BA, Political Science
Mutual of Omaha November 2014 - Present
Diversified Solutions/Mutual of Omaha February 2014 - November 2014
Orion Advisor Services June 2011 - February 2014
Dreamforce 2012 - 2012
Database101 November 2010 - March 2011
Walton International Group March 2008 - October 2010
Walton International Group May 2007 - March 2008
Brundage Bone Concrete Pumping February 2006 - May 2007
Hunter Contracting Company October 2005 - February 2006
Tri – Con Industries, Ltd May 2005 - October 2005
Skills
Salesforce.com, Project Management, Business Process, Business Analysis, Data Analysis, Integration, Databases, Business Process..., Sales Process, CRM, Process Improvement, Process Management, Process Optimization, SQL, HTML, Sales, Leadership
Education
University of Nebraska-Lincoln 2000 — 2004
BA, Political Science
Matthew Swartz Matthew Swartz's Orion Advisor Services Experience January 2014 - January 2015
Job Internal Wholesaler at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services January 2015 - Present
Orion Advisor Services January 2014 - January 2015
Orion Advisor Services April 2011 - January 2014
AdvisoryWorld Financial Technology February 2011 - May 2011
Ambassadors in Sport May 2010 - November 2010
Constellation Trust Company January 2010 - May 2010
Orion Advisor Services May 2007 - August 2009
Skills
Mutual Funds, Investments, Salesforce.com, Sales, Securities, Microsoft Office, Coaching, Financial Services
Education
Wheaton College 2007 — 2009
BA, Business/Economics
Creighton University 2005 — 2007
Gemini Fund Services January 2015 - Present
Orion Advisor Services January 2014 - January 2015
Orion Advisor Services April 2011 - January 2014
AdvisoryWorld Financial Technology February 2011 - May 2011
Ambassadors in Sport May 2010 - November 2010
Constellation Trust Company January 2010 - May 2010
Orion Advisor Services May 2007 - August 2009
Skills
Mutual Funds, Investments, Salesforce.com, Sales, Securities, Microsoft Office, Coaching, Financial Services
Education
Wheaton College 2007 — 2009
BA, Business/Economics
Creighton University 2005 — 2007
Liz Bowden's Orion Advisor Services Experience August 2014 - Present
Job Business Development
Industry Financial Services
Experience
Orion Advisor Services August 2014 - Present
Gemini Fund Services April 2013 - April 2014
Golden State Warriors June 2012 - August 2012
Skills
Sales, Lead Generation, Marketing, Social Media Marketing, Social Media, Facebook, Event Planning, Social Networking, Marketing Communications, Event Management, Leadership, Management, Customer Service, New Business Development, Sales Management
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Orion Advisor Services August 2014 - Present
Gemini Fund Services April 2013 - April 2014
Golden State Warriors June 2012 - August 2012
Skills
Sales, Lead Generation, Marketing, Social Media Marketing, Social Media, Facebook, Event Planning, Social Networking, Marketing Communications, Event Management, Leadership, Management, Customer Service, New Business Development, Sales Management
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Breanna Smith's Orion Advisor Services Experience October 2011 - August 2014
Job Acquisition Coordinator at TextLinkBrokers.com
Industry Marketing and Advertising
Experience
TextLinkBrokers.com September 2014 - Present
Orion Advisor Services October 2011 - August 2014
Color in Motion 5k January 2014 - April 2014
Tito's Tacos, IBC Company April 2013 - July 2013
D&L Cleaners & Laundry April 2007 - July 2009
Lady Dragonfly Cleaning Services June 2005 - October 2005
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, Spanish, PowerPoint, Prezi, Leadership, Customer Service, Painting, Microsoft Office, Organization, Marketing, Social Media, Advertising, Critical Thinking, Social Media Marketing, Illustrator, Social Networking
Education
Brigham Young University - Idaho 2012 — 2014
TextLinkBrokers.com September 2014 - Present
Orion Advisor Services October 2011 - August 2014
Color in Motion 5k January 2014 - April 2014
Tito's Tacos, IBC Company April 2013 - July 2013
D&L Cleaners & Laundry April 2007 - July 2009
Lady Dragonfly Cleaning Services June 2005 - October 2005
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, Spanish, PowerPoint, Prezi, Leadership, Customer Service, Painting, Microsoft Office, Organization, Marketing, Social Media, Advertising, Critical Thinking, Social Media Marketing, Illustrator, Social Networking
Education
Brigham Young University - Idaho 2012 — 2014
TJ Maher, CFP®, ChFC® TJ Maher, CFP®, ChFC®'s Orion Advisor Services Experience July 2010 — Present
Job Managing Director of Data Teams at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services July 2010 — Present
Performance Automotive 2003 — 2010
Education
Murray State University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Banking, Investment Science and Portfolio Management
Orion Advisor Services July 2010 — Present
Performance Automotive 2003 — 2010
Education
Murray State University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Banking, Investment Science and Portfolio Management
Corinne Mittag Corinne Mittag's Orion Advisor Services Experience December 2010 - March 2013
Job Owner, Quilt 'n Bee Happy
Industry Financial Services
Experience
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
Justin Nordstrom Justin Nordstrom's Orion Advisor Services Experience August 2013 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services August 2013 - Present
Nordstroms Tree Farm November 2004 - Present
Organize4U January 2006 - January 2013
Boys Town 2012 - 2012
Abrahams Catering 2007 - 2012
ManpowerGroup June 2009 - August 2009
Skills
Highly Organized, Detail Oriented, People Person, Dependable Team Player, Team Leader, Goal Oriented, Management, Integrity, Diligent, Analytical Skills, Accountability, Social Media, Entrepreneurship, Putting Out Fires, Awesomeness
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Orion Advisor Services August 2013 - Present
Nordstroms Tree Farm November 2004 - Present
Organize4U January 2006 - January 2013
Boys Town 2012 - 2012
Abrahams Catering 2007 - 2012
ManpowerGroup June 2009 - August 2009
Skills
Highly Organized, Detail Oriented, People Person, Dependable Team Player, Team Leader, Goal Oriented, Management, Integrity, Diligent, Analytical Skills, Accountability, Social Media, Entrepreneurship, Putting Out Fires, Awesomeness
Education
University of Nebraska at Omaha 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brandi Staheli Brandi Staheli's Orion Advisor Services Experience January 2014 - Present
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
'Self-Employed' July 2014 - Present
Orion Advisor Services January 2014 - Present
Freelance Artist and Graphic Designer April 2009 - Present
Williams-Sonoma, Inc. November 2011 - Present
Nebraska Methodist Health System April 2012 - July 2013
Nebraska Methodist Health System July 2013 - 2013
Life Time Fitness June 2010 - October 2010
The Rejuvenation Center September 2007 - April 2009
Skills
Branding & Identity, Packaging, Custom Invitations, Adobe Creative Suite, Digital Photography, Social Media, Fine Art, Customer Service, Graphic Design, Event Planning, Apple OS, Microsoft Office, Photoshop, Graphics, Nutrition, Fitness, Sales, Communication Skills
Education
Institute for Integrative Nutrition 2013 — 2014
Certified Health Coach, Health Coaching and Nutrition
University of Nebraska at Omaha 2007 — 2011
Bachelor of Arts (B.A.), Graphic Design
Brigham Young University - Idaho 2005 — 2006
Graphic Design, Graphic Design
'Self-Employed' July 2014 - Present
Orion Advisor Services January 2014 - Present
Freelance Artist and Graphic Designer April 2009 - Present
Williams-Sonoma, Inc. November 2011 - Present
Nebraska Methodist Health System April 2012 - July 2013
Nebraska Methodist Health System July 2013 - 2013
Life Time Fitness June 2010 - October 2010
The Rejuvenation Center September 2007 - April 2009
Skills
Branding & Identity, Packaging, Custom Invitations, Adobe Creative Suite, Digital Photography, Social Media, Fine Art, Customer Service, Graphic Design, Event Planning, Apple OS, Microsoft Office, Photoshop, Graphics, Nutrition, Fitness, Sales, Communication Skills
Education
Institute for Integrative Nutrition 2013 — 2014
Certified Health Coach, Health Coaching and Nutrition
University of Nebraska at Omaha 2007 — 2011
Bachelor of Arts (B.A.), Graphic Design
Brigham Young University - Idaho 2005 — 2006
Graphic Design, Graphic Design
Joe Peldo's Orion Advisor Services Experience May 2015 - Present
Job Senior Accounting Analyst at Orion Advisor Services
Industry Banking
Experience
Orion Advisor Services May 2015 - Present
Orion Advisor Services January 2014 - May 2015
Bank of the West July 2013 - January 2014
Bank of the West October 2012 - July 2013
Central Sales, Inc. March 2011 - September 2012
Skills
Marketing, Sales, Social Media, Advertising, Customer Service, Business Analysis, Personal Banking, Financial Analysis, Corporate Finance, Planning Budgeting &..., Strategic Planning, New Business Development, Sales Management, Microsoft Office, Program Budgeting, Marketing Communications, Marketing Strategy, Negotiation
Education
Jamestown College 2010 — 2012
Bachelor, Business Administration
Iowa Western Community College 2008 — 2010
Associate of Arts, Sports Marketing
Orion Advisor Services May 2015 - Present
Orion Advisor Services January 2014 - May 2015
Bank of the West July 2013 - January 2014
Bank of the West October 2012 - July 2013
Central Sales, Inc. March 2011 - September 2012
Skills
Marketing, Sales, Social Media, Advertising, Customer Service, Business Analysis, Personal Banking, Financial Analysis, Corporate Finance, Planning Budgeting &..., Strategic Planning, New Business Development, Sales Management, Microsoft Office, Program Budgeting, Marketing Communications, Marketing Strategy, Negotiation
Education
Jamestown College 2010 — 2012
Bachelor, Business Administration
Iowa Western Community College 2008 — 2010
Associate of Arts, Sports Marketing
Adrienne Fasse's Orion Advisor Services Experience January 2015 - Present
Job Senior Training Specialist at Orion
Industry Financial Services
Experience
Orion Advisor Services January 2015 - Present
Blu Giant Advisor Studios September 2014 - February 2015
Orion Advisor Services August 2012 - September 2014
Anthropologie October 2008 - February 2012
Kolbeck, Nabity, Bossert & Simmons OB-GYN September 2009 - October 2011
University of Nebraska Foundation January 2008 - September 2009
Skills
Adobe Creative Suite, Microsoft Office, Medical Coding, Social Networking, Social Media, Event Planning, Advertising, Public Relations, Blogging, Marketing, Facebook, Marketing Communications, Press Releases, Social Media Marketing, Newsletters
Education
University of Nebraska at Omaha 2005 — 2009
B.S., Communications
Orion Advisor Services January 2015 - Present
Blu Giant Advisor Studios September 2014 - February 2015
Orion Advisor Services August 2012 - September 2014
Anthropologie October 2008 - February 2012
Kolbeck, Nabity, Bossert & Simmons OB-GYN September 2009 - October 2011
University of Nebraska Foundation January 2008 - September 2009
Skills
Adobe Creative Suite, Microsoft Office, Medical Coding, Social Networking, Social Media, Event Planning, Advertising, Public Relations, Blogging, Marketing, Facebook, Marketing Communications, Press Releases, Social Media Marketing, Newsletters
Education
University of Nebraska at Omaha 2005 — 2009
B.S., Communications
Thad Mott Thad Mott's Orion Advisor Services Experience September 2014 - Present
Job Director of Employee Development at Orion Advisor Services
Industry Computer Software
Experience
Orion Advisor Services September 2014 - Present
Grace University February 2013 - September 2014
Professional Residential 2009 - 2013
Grace University 2000 - 2010
Skills
Teaching, Curriculum Development, Curriculum Design, Academic Advising, Public Speaking, Staff Development, Leadership Development, Community Outreach, Fundraising, Nonprofits, Program Development, Adult Education, Educational Leadership, Higher Education, Volunteer Management, Classroom
Education
Bellevue University 2011 — 2012
Masters of Arts, Leadership
University of Nebraska at Omaha 1992 — 1995
Bachelor of Science (BS), Mathematics Teacher Education
University of Nebraska at Omaha 1988 — 1992
Bachelor of Science (BS), Civil Engineering
Orion Advisor Services September 2014 - Present
Grace University February 2013 - September 2014
Professional Residential 2009 - 2013
Grace University 2000 - 2010
Skills
Teaching, Curriculum Development, Curriculum Design, Academic Advising, Public Speaking, Staff Development, Leadership Development, Community Outreach, Fundraising, Nonprofits, Program Development, Adult Education, Educational Leadership, Higher Education, Volunteer Management, Classroom
Education
Bellevue University 2011 — 2012
Masters of Arts, Leadership
University of Nebraska at Omaha 1992 — 1995
Bachelor of Science (BS), Mathematics Teacher Education
University of Nebraska at Omaha 1988 — 1992
Bachelor of Science (BS), Civil Engineering
Breten Williams Breten Williams's Orion Advisor Services Experience January 2014 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2014 - Present
Travelex Insurance August 2011 - November 2013
Lawlors Custom Sportswear April 2011 - April 2012
B Street Collision Center February 2009 - February 2010
JC Penney August 2007 - February 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Data Entry, Team Leadership, PowerPoint, Sales, Retail
Education
Bellevue University 2011 — 2012
Bachelor of Applied Science (BASc), Business
Metropolitan Community College 2007 — 2010
Associate of Arts (A.A.), Business
Orion Advisor Services January 2014 - Present
Travelex Insurance August 2011 - November 2013
Lawlors Custom Sportswear April 2011 - April 2012
B Street Collision Center February 2009 - February 2010
JC Penney August 2007 - February 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Data Entry, Team Leadership, PowerPoint, Sales, Retail
Education
Bellevue University 2011 — 2012
Bachelor of Applied Science (BASc), Business
Metropolitan Community College 2007 — 2010
Associate of Arts (A.A.), Business
Tatum Peery Tatum Peery's Orion Advisor Services Experience May 2014 - Present
Job Account Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services May 2014 - Present
Target August 2013 - April 2014
Skills
Microsoft Office, Time Management, Customer Service, Microsoft Excel, Inventory Management, Sales, Merchandising, Telephone Skills, Financial Analysis, PowerPoint, Retail, Teamwork, Outlook, Visual Merchandising, Leadership, Microsoft Word, Social Media, Team Leadership, Public Speaking, Event Planning, Research
Education
Morningside College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.64
Orion Advisor Services May 2014 - Present
Target August 2013 - April 2014
Skills
Microsoft Office, Time Management, Customer Service, Microsoft Excel, Inventory Management, Sales, Merchandising, Telephone Skills, Financial Analysis, PowerPoint, Retail, Teamwork, Outlook, Visual Merchandising, Leadership, Microsoft Word, Social Media, Team Leadership, Public Speaking, Event Planning, Research
Education
Morningside College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.64
Josh Carney Josh Carney's Orion Advisor Services Experience April 2014 - Present
Job Account Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services April 2014 - Present
Orion Advisor Services February 2013 - April 2014
RJ Delivery, Inc. February 2003 - February 2013
RJ Delivery, Inc. October 2002 - February 2003
Carney Construction July 2001 - October 2002
RJ Delivery, Inc. March 1999 - June 2001
RJ Delivery, Inc. October 1997 - March 1999
Skills
Operations Management, Strategic Planning, Team Building, Business Strategy, Change Management, Sales Management, Logistics, New Business Development, Management, Transportation, Supply Chain Management, Income Statement, Negotiation, Budgets, Business Planning, Contract Negotiation, P&L Management, Process Improvement, Supply Chain, Team Leadership, CRM, Coaching, Salesforce.com, Business Process..., Financial Services, Analysis, Business Analysis, Marketing Strategy, Strategy, Building Relationships, Finance, Customer Service, Customer Retention, Training, Vendor Management, Leadership, Microsoft Office, Employee Relations, Pricing, Financial Analysis, Marketing, Forecasting, Key Account Management, Securities, Project Management, B2B
Education
University of Nebraska at Omaha 1997 — 1998
Business Administration and Management, General
Orion Advisor Services April 2014 - Present
Orion Advisor Services February 2013 - April 2014
RJ Delivery, Inc. February 2003 - February 2013
RJ Delivery, Inc. October 2002 - February 2003
Carney Construction July 2001 - October 2002
RJ Delivery, Inc. March 1999 - June 2001
RJ Delivery, Inc. October 1997 - March 1999
Skills
Operations Management, Strategic Planning, Team Building, Business Strategy, Change Management, Sales Management, Logistics, New Business Development, Management, Transportation, Supply Chain Management, Income Statement, Negotiation, Budgets, Business Planning, Contract Negotiation, P&L Management, Process Improvement, Supply Chain, Team Leadership, CRM, Coaching, Salesforce.com, Business Process..., Financial Services, Analysis, Business Analysis, Marketing Strategy, Strategy, Building Relationships, Finance, Customer Service, Customer Retention, Training, Vendor Management, Leadership, Microsoft Office, Employee Relations, Pricing, Financial Analysis, Marketing, Forecasting, Key Account Management, Securities, Project Management, B2B
Education
University of Nebraska at Omaha 1997 — 1998
Business Administration and Management, General
Ryan Voegele's Orion Advisor Services Experience March 2010 - October 2010
Job Manager, Mutual Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services March 2014 - Present
Gemini Fund Services October 2010 - March 2014
Orion Advisor Services March 2010 - October 2010
Skills
Bloomberg, Mutual Funds, Fund Administration, Alternative Investments, Hedge Funds, Fund Accounting, Equities, Account Reconciliation, Securities, Financial Reporting, Accounting, Financial Analysis, Investments, Finance
Education
Peru State College 2005 — 2010
Bachelor of Science (BS), Accounting
Gemini Fund Services March 2014 - Present
Gemini Fund Services October 2010 - March 2014
Orion Advisor Services March 2010 - October 2010
Skills
Bloomberg, Mutual Funds, Fund Administration, Alternative Investments, Hedge Funds, Fund Accounting, Equities, Account Reconciliation, Securities, Financial Reporting, Accounting, Financial Analysis, Investments, Finance
Education
Peru State College 2005 — 2010
Bachelor of Science (BS), Accounting
Alex Wynne Alex Wynne's Orion Advisor Services Experience Accounting AnalystOrion Advisor ServicesAugust 2015 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services Accounting AnalystOrion Advisor ServicesAugust 2015 - Present
University of Nebraska at Omaha August 2011 - July 2015
Gavilon Group, LLC September 2014 - December 2014
Feltl and Company May 2013 - September 2013
Oppenheimer & Co. May 2011 - August 2011
Skills
Equity Research, Leadership, Market Research, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Social Networking
Education
University of Nebraska at Omaha 2011 — 2014
Bachelor of Science (BS), Business Finance, Banking, and Investment Science & Portfolio Management
Saint Mary's University of Minnesota 2010 — 2011
Orion Advisor Services Accounting AnalystOrion Advisor ServicesAugust 2015 - Present
University of Nebraska at Omaha August 2011 - July 2015
Gavilon Group, LLC September 2014 - December 2014
Feltl and Company May 2013 - September 2013
Oppenheimer & Co. May 2011 - August 2011
Skills
Equity Research, Leadership, Market Research, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Social Networking
Education
University of Nebraska at Omaha 2011 — 2014
Bachelor of Science (BS), Business Finance, Banking, and Investment Science & Portfolio Management
Saint Mary's University of Minnesota 2010 — 2011
Rebecca Zabka's Orion Advisor Services Experience August 2014 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Retail
Experience
Orion Advisor Services August 2014 - Present
Gunderson's September 2013 - Present
The Buckle October 2010 - September 2013
Brodkey's September 2007 - February 2011
The Body Shop October 2006 - September 2007
Skills
Store Management, Sales, Customer Service, Personal Shopping, Store Operations, Window Displays, Digital Photography, Fashion, Training, Retail, Photography, People Skills, Jewelry, Jewelry Design, Social Networking, Visual Merchandising, Sales Management, Photojournalism, Sales Operations, Coordination, Communication Skills, Fashion Jewelry, Diamond Jewelry, Fashion History, Diamonds, Digital Cameras, Video Editing, Video Production, Video Camera, Sales Presentations, Commission, Watches, Leadership, Merchandise Planning, Loss Prevention, Product Knowledge, Associate Development, Recruiting, Merchandising, Retail Sales Experience, Management, Hiring Employees, New Hire Training, Wardrobe, New Store Openings, Trend, Luxury, Luxury Goods, Rolex, Custom Design
Education
Metropolitan Community College 2006 — 2009
Associates, Photography
Northwest High School 2000 — 2004
High School, General Studies
Orion Advisor Services August 2014 - Present
Gunderson's September 2013 - Present
The Buckle October 2010 - September 2013
Brodkey's September 2007 - February 2011
The Body Shop October 2006 - September 2007
Skills
Store Management, Sales, Customer Service, Personal Shopping, Store Operations, Window Displays, Digital Photography, Fashion, Training, Retail, Photography, People Skills, Jewelry, Jewelry Design, Social Networking, Visual Merchandising, Sales Management, Photojournalism, Sales Operations, Coordination, Communication Skills, Fashion Jewelry, Diamond Jewelry, Fashion History, Diamonds, Digital Cameras, Video Editing, Video Production, Video Camera, Sales Presentations, Commission, Watches, Leadership, Merchandise Planning, Loss Prevention, Product Knowledge, Associate Development, Recruiting, Merchandising, Retail Sales Experience, Management, Hiring Employees, New Hire Training, Wardrobe, New Store Openings, Trend, Luxury, Luxury Goods, Rolex, Custom Design
Education
Metropolitan Community College 2006 — 2009
Associates, Photography
Northwest High School 2000 — 2004
High School, General Studies
Jordan Struble Jordan Struble's Orion Advisor Services Experience March 2015 - Present
Job Implementations Service Team Manager at Orion Advisor Services
Industry Information Services
Experience
Orion Advisor Services March 2015 - Present
Orion Advisor Services August 2014 - March 2015
Orion Advisor Services May 2013 - August 2014
Infogroup June 2012 - August 2012
Nebraska Wesleyan University January 2012 - May 2012
Nebraska Wesleyan University September 2010 - May 2011
Skills
Facebook, Social Media, Email Marketing, Social Media Marketing, Direct Marketing, Direct Mail, Public Relations, Marketing, Marketing Communications, Fundraising, Public Speaking, SEO
Education
Nebraska Wesleyan University 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
Nebraska Wesleyan University 2009 — 2013
Bachelor of Science (B.S.), Communication, General
Orion Advisor Services March 2015 - Present
Orion Advisor Services August 2014 - March 2015
Orion Advisor Services May 2013 - August 2014
Infogroup June 2012 - August 2012
Nebraska Wesleyan University January 2012 - May 2012
Nebraska Wesleyan University September 2010 - May 2011
Skills
Facebook, Social Media, Email Marketing, Social Media Marketing, Direct Marketing, Direct Mail, Public Relations, Marketing, Marketing Communications, Fundraising, Public Speaking, SEO
Education
Nebraska Wesleyan University 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Leadership
Nebraska Wesleyan University 2009 — 2013
Bachelor of Science (B.S.), Communication, General
George Svagera George Svagera's Orion Advisor Services Experience August 2013 - Present
Job VP Business Development at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services August 2013 - Present
CLS Investments, LLC September 2007 - August 2013
Skills
Mutual Funds, Series 63, Series 6, Investment Advisory, Asset Allocation, Securities, 401k, Wealth Management, Investments, Financial Services, Retirement, Asset Management, ETFs, Risk Management
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor, Marketing
Orion Advisor Services August 2013 - Present
CLS Investments, LLC September 2007 - August 2013
Skills
Mutual Funds, Series 63, Series 6, Investment Advisory, Asset Allocation, Securities, 401k, Wealth Management, Investments, Financial Services, Retirement, Asset Management, ETFs, Risk Management
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor, Marketing
Lyndsy King Lyndsy King's Orion Advisor Services Experience May 2014 - Present
Job Healthcare Administration
Industry Human Resources
Experience
Orion Advisor Services May 2014 - Present
TSYS October 2013 - May 2014
Valentino's Restaurant January 2006 - March 2013
Omaha Steaks November 2008 - March 2011
Skills
Computer-savvy, Analytic Problem Solving, Leadership, Multi-tasking..., Negotiation, Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Time Management, PowerPoint, Marketing
Education
University of Nebraska at Omaha 2005 — 2012
Bachelor's degree, Health/Health Care Administration/Management
Orion Advisor Services May 2014 - Present
TSYS October 2013 - May 2014
Valentino's Restaurant January 2006 - March 2013
Omaha Steaks November 2008 - March 2011
Skills
Computer-savvy, Analytic Problem Solving, Leadership, Multi-tasking..., Negotiation, Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Time Management, PowerPoint, Marketing
Education
University of Nebraska at Omaha 2005 — 2012
Bachelor's degree, Health/Health Care Administration/Management
Alex Frantz Alex Frantz's Orion Advisor Services Experience November 2013 - Present
Job Director of Technology at Fusion Capital Management
Industry Financial Services
Experience
Fusion Capital Management June 2015 - Present
Orion Advisor Services November 2013 - Present
Orion Advisor Services October 2012 - November 2013
The Bon Ton Stores Inc. December 2011 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Sales, Account Management, Salesforce.com, Social Media Marketing, Microsoft Word, Strategic Planning, Social Media, Marketing Communications, Business Analysis, Project Management, Time Management
Education
University of Nebraska at Kearney 2009 — 2012
Bachelor of Science (BS), Finance, General
Fusion Capital Management June 2015 - Present
Orion Advisor Services November 2013 - Present
Orion Advisor Services October 2012 - November 2013
The Bon Ton Stores Inc. December 2011 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Sales, Account Management, Salesforce.com, Social Media Marketing, Microsoft Word, Strategic Planning, Social Media, Marketing Communications, Business Analysis, Project Management, Time Management
Education
University of Nebraska at Kearney 2009 — 2012
Bachelor of Science (BS), Finance, General
Raymond Griffey Raymond Griffey's Orion Advisor Services Experience January 2015 - Present
Job Products and Prices Specialist at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2015 - Present
Calvary Chapel West Omaha September 2014 - Present
Scooter's Coffeehouse October 2007 - Present
Fox and Hound January 2012 - May 2012
Skills
Customer Satisfaction, Music, Customer Service, Hospitality, Inventory Management
Education
Metropolitan Community College 2010 — 2014
Civil Engineering, GPA: 3.4 (aprox)
Metropolitan Community College 2013 — 2013
Real Estate
Orion Advisor Services January 2015 - Present
Calvary Chapel West Omaha September 2014 - Present
Scooter's Coffeehouse October 2007 - Present
Fox and Hound January 2012 - May 2012
Skills
Customer Satisfaction, Music, Customer Service, Hospitality, Inventory Management
Education
Metropolitan Community College 2010 — 2014
Civil Engineering, GPA: 3.4 (aprox)
Metropolitan Community College 2013 — 2013
Real Estate
Jon Reiners Jon Reiners's Orion Advisor Services Experience December 2002 - April 2013
Job Vice President & Business Development Officer at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2013 - Present
Orion Advisor Services December 2002 - April 2013
CLS Investments, LLC January 2001 - December 2002
Skills
Financial Advisory, ETFs, Series 24, Salesforce.com, 401k, Separately Managed..., Finance, Miller Heiman, Merchant Acquiring, Investment Management, Financial Services, Business Development, Fixed Annuities, Institutional Sales, Executive Management, Relationship Management, Insurance
Education
Bellevue University 1998 — 2000
BA
U.S. Bank April 2013 - Present
Orion Advisor Services December 2002 - April 2013
CLS Investments, LLC January 2001 - December 2002
Skills
Financial Advisory, ETFs, Series 24, Salesforce.com, 401k, Separately Managed..., Finance, Miller Heiman, Merchant Acquiring, Investment Management, Financial Services, Business Development, Fixed Annuities, Institutional Sales, Executive Management, Relationship Management, Insurance
Education
Bellevue University 1998 — 2000
BA
Curtis Hicks's Orion Advisor Services Experience July 2015 - Present
Job Implementation Manager at Orion Advisor Services
Industry Internet
Experience
Orion Advisor Services July 2015 - Present
Yahoo! August 2013 - March 2015
Hayneedle August 2012 - August 2013
Fuddruckers September 2011 - July 2012
Five Guys Burgers and Fries May 2010 - September 2011
Omaha Funny Bone April 2005 - August 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, New Hire Orientations, New Business Development, New Hires, New Hire Training, New Hire Paperwork, New Hire Processes, Mentoring New Hires, Schedules, Labor Management, Food, Cooking, Management, Operations Management, Goal Setting, Goal Oriented, Goal-driven leader, Team Leadership, Leadership Development, Leadership, Aloha, POS, PowerPoint, Problem Solving, Entrepreneurship, Business, Serve Safe Certified, Customer Satisfaction, Customer Experience, Customer Oriented, Outlook, Microsoft Office, Team Building
Education
University of Nebraska at Omaha 2007 — 2010
Bachelor of Business Administration (B.B.A.), Small Business Administration/Management
Hamline University 2006 — 2007
Bachelor of Business Administration (B.B.A.)
Orion Advisor Services July 2015 - Present
Yahoo! August 2013 - March 2015
Hayneedle August 2012 - August 2013
Fuddruckers September 2011 - July 2012
Five Guys Burgers and Fries May 2010 - September 2011
Omaha Funny Bone April 2005 - August 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, New Hire Orientations, New Business Development, New Hires, New Hire Training, New Hire Paperwork, New Hire Processes, Mentoring New Hires, Schedules, Labor Management, Food, Cooking, Management, Operations Management, Goal Setting, Goal Oriented, Goal-driven leader, Team Leadership, Leadership Development, Leadership, Aloha, POS, PowerPoint, Problem Solving, Entrepreneurship, Business, Serve Safe Certified, Customer Satisfaction, Customer Experience, Customer Oriented, Outlook, Microsoft Office, Team Building
Education
University of Nebraska at Omaha 2007 — 2010
Bachelor of Business Administration (B.B.A.), Small Business Administration/Management
Hamline University 2006 — 2007
Bachelor of Business Administration (B.B.A.)
Krystal Leichliter Krystal Leichliter's Orion Advisor Services Experience July 2013 - Present
Job Graphic Design Contractor at Orion Advisor Services
Industry Printing
Experience
Orion Advisor Services July 2013 - Present
Metropolitan Community College March 2012 - Present
Sweet Afton Studio January 2012 - Present
Ervin & Smith Advertising 2011 - 2012
SKAR Advertising 2007 - 2011
Skills
Letterpress Printing, Graphic Design, Letterpress, Typography, Adobe Creative Suite, Layout, Corporate Identity, Art Direction, Art, Visual Communication, Logo Design, Graphics, Posters, Branding & Identity, InDesign
Education
Capernwray
Metropolitan Community College
Orion Advisor Services July 2013 - Present
Metropolitan Community College March 2012 - Present
Sweet Afton Studio January 2012 - Present
Ervin & Smith Advertising 2011 - 2012
SKAR Advertising 2007 - 2011
Skills
Letterpress Printing, Graphic Design, Letterpress, Typography, Adobe Creative Suite, Layout, Corporate Identity, Art Direction, Art, Visual Communication, Logo Design, Graphics, Posters, Branding & Identity, InDesign
Education
Capernwray
Metropolitan Community College
Eddie Sempek's Orion Advisor Services Experience July 2015 - Present
Job Manager, Technology Consulting at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services July 2015 - Present
Orion Advisor Services June 2010 - Present
Orion Advisor Services July 2008 - June 2010
iSECUREtrac July 2007 - June 2008
iSECUREtrac February 2007 - July 2007
iSECUREtrac June 2006 - February 2007
iSECUREtrac September 2005 - June 2006
The Church of Jesus Christ of Latter-day Saints September 2003 - September 2005
Skills
Problem Solving, Customer Relations, Training & Development, Personnel Development, One-on-one Training, Time Management, Team Building, Oral and Written..., Key Account Management, Customer Service, Strategy, Integration, Sales Operations, Data Analysis, Leadership, Marketing, Account Management, Sales, Salesforce.com, Performance Reporting, Portfolio Accounting, Trading Systems, Investments, Business Analysis, Finance, Financial Advisory, Financial Services, Mutual Funds, Training, Securities, Portfolio Management, Employee Training, Personal Development
Education
Metropolitan Community College 2006 — 2007
University of Nebraska at Omaha 2005 — 2007
Orion Advisor Services July 2015 - Present
Orion Advisor Services June 2010 - Present
Orion Advisor Services July 2008 - June 2010
iSECUREtrac July 2007 - June 2008
iSECUREtrac February 2007 - July 2007
iSECUREtrac June 2006 - February 2007
iSECUREtrac September 2005 - June 2006
The Church of Jesus Christ of Latter-day Saints September 2003 - September 2005
Skills
Problem Solving, Customer Relations, Training & Development, Personnel Development, One-on-one Training, Time Management, Team Building, Oral and Written..., Key Account Management, Customer Service, Strategy, Integration, Sales Operations, Data Analysis, Leadership, Marketing, Account Management, Sales, Salesforce.com, Performance Reporting, Portfolio Accounting, Trading Systems, Investments, Business Analysis, Finance, Financial Advisory, Financial Services, Mutual Funds, Training, Securities, Portfolio Management, Employee Training, Personal Development
Education
Metropolitan Community College 2006 — 2007
University of Nebraska at Omaha 2005 — 2007
Sherry Brown, MBA, FLMI, AFSI, AIRC, ARA, AIAA, Sherry Brown, MBA, FLMI, AFSI, AIRC, ARA, AIAA,'s Orion Advisor Services Experience May 2011 - July 2012
Job Associate Long Term Disability Benefits Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Great Plains Pointer Rescue January 2012 - Present
Lincoln Financial Group July 2012 - May 2014
Orion Advisor Services May 2011 - July 2012
Dell Services March 2010 - May 2011
Perot Systems June 2009 - May 2011
Perot Systems November 2008 - May 2011
Dell Services November 2008 - May 2011
Bellevue University 2010 - 2011
Physicians Mutual Insurance Company October 2007 - October 2008
Physicians Mutual Insurance Company October 2007 - October 2008
Skills
Business Analysis, Business Process..., Process Improvement, Process Engineering, Staff Training, Mentoring, Team Building, Team Leadership, Insurance, Health Insurance, Underwriting, Compliance, Audit, Accounting, Billing, Claims, Risk Management, Excel, Problem Solving, PowerPoint, Data Analysis, Microsoft Excel, Auditing, Policy, Finance
Education
Bellevue University 2007 — 2011
Master, Business Administration
Bellevue University 2008 — 2009
Masters, Management, 3.77
Bellevue University 2007 — 2008
bachelors, business adminsitration, 3.92
Great Plains Pointer Rescue January 2012 - Present
Lincoln Financial Group July 2012 - May 2014
Orion Advisor Services May 2011 - July 2012
Dell Services March 2010 - May 2011
Perot Systems June 2009 - May 2011
Perot Systems November 2008 - May 2011
Dell Services November 2008 - May 2011
Bellevue University 2010 - 2011
Physicians Mutual Insurance Company October 2007 - October 2008
Physicians Mutual Insurance Company October 2007 - October 2008
Skills
Business Analysis, Business Process..., Process Improvement, Process Engineering, Staff Training, Mentoring, Team Building, Team Leadership, Insurance, Health Insurance, Underwriting, Compliance, Audit, Accounting, Billing, Claims, Risk Management, Excel, Problem Solving, PowerPoint, Data Analysis, Microsoft Excel, Auditing, Policy, Finance
Education
Bellevue University 2007 — 2011
Master, Business Administration
Bellevue University 2008 — 2009
Masters, Management, 3.77
Bellevue University 2007 — 2008
bachelors, business adminsitration, 3.92
Margaret Pope Margaret Pope's Orion Advisor Services Experience May 2015 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Research
Experience
Orion Advisor Services May 2015 - Present
Creighton University March 2015 - Present
Allied National: Debt Collection Agency February 2014 - May 2015
The Progressive Research Institute of Nebraska December 2013 - April 2014
Creighton University October 2012 - February 2014
Interstate Engineering Inc. May 2009 - August 2012
Skills
Management, Customer Service, Public Speaking, Research, Microsoft Office, Data Analysis, Data Entry, Analysis, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Strategic Planning, Regression Analysis, Time Management, Teamwork, Critical Thinking, Technical Writing, Team Building, Training, Stata
Education
Creighton University 2015 — 2018
Master’s Degree, Data Science
Creighton University 2012 — 2015
Bachelors Degree, Bachelor of Arts in Economics with a minor in International Relations
Orion Advisor Services May 2015 - Present
Creighton University March 2015 - Present
Allied National: Debt Collection Agency February 2014 - May 2015
The Progressive Research Institute of Nebraska December 2013 - April 2014
Creighton University October 2012 - February 2014
Interstate Engineering Inc. May 2009 - August 2012
Skills
Management, Customer Service, Public Speaking, Research, Microsoft Office, Data Analysis, Data Entry, Analysis, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Strategic Planning, Regression Analysis, Time Management, Teamwork, Critical Thinking, Technical Writing, Team Building, Training, Stata
Education
Creighton University 2015 — 2018
Master’s Degree, Data Science
Creighton University 2012 — 2015
Bachelors Degree, Bachelor of Arts in Economics with a minor in International Relations
Nicholas Forrest Nicholas Forrest's Orion Advisor Services Experience July 2013 - April 2014
Job Train Dispatcher at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad April 2014 - Present
Orion Advisor Services July 2013 - April 2014
Star City Motor Sports April 2012 - June 2013
Star City Motor Sports March 2011 - April 2012
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Union Pacific Railroad April 2014 - Present
Orion Advisor Services July 2013 - April 2014
Star City Motor Sports April 2012 - June 2013
Star City Motor Sports March 2011 - April 2012
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Jason Genthe Jason Genthe's Orion Advisor Services Experience May 2014 - Present
Job Account Manager at Orion Advisor
Industry Financial Services
Experience
Orion Advisor Services May 2014 - Present
Jet Linx December 2012 - May 2013
Cox Communications November 2010 - May 2012
PayPal 2006 - 2007
Cabela's 2004 - 2006
Skills
Customer Service, Public Relations, Public Speaking, Customer Relations, Social Media, Time Management, Salesforce.com, CRM, Financial Services, Cross Selling, Training & Development, Online Marketing, Presentation Coaching, Conflict Resolution, Microsoft Excel, Microsoft Office, Interpersonal...
Education
Peru State College 2004 — 2010
Bachelor of Science (B.S.), Marketing
Orion Advisor Services May 2014 - Present
Jet Linx December 2012 - May 2013
Cox Communications November 2010 - May 2012
PayPal 2006 - 2007
Cabela's 2004 - 2006
Skills
Customer Service, Public Relations, Public Speaking, Customer Relations, Social Media, Time Management, Salesforce.com, CRM, Financial Services, Cross Selling, Training & Development, Online Marketing, Presentation Coaching, Conflict Resolution, Microsoft Excel, Microsoft Office, Interpersonal...
Education
Peru State College 2004 — 2010
Bachelor of Science (B.S.), Marketing
Katie Vohnout Katie Vohnout's Orion Advisor Services Experience January 2013 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2013 - Present
Summer Kitchen Cafe and Bakery May 2007 - May 2014
Summer Kitchen Cafe and Bakery November 2011 - March 2013
Hill Brothers Transportation October 2011 - January 2013
Chicago Coffee May 2009 - June 2009
Douglas County Election Commission June 2006 - August 2006
Skills
Transportation, Microsoft Office, Logistics, Microsoft Excel, Customer Service, Project Management, Microsoft Word, Strategic Planning, PowerPoint, Operations Management, Negotiation, Change Management, Budgets, Freight, Team Building
Education
Grace University 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Orion Advisor Services January 2013 - Present
Summer Kitchen Cafe and Bakery May 2007 - May 2014
Summer Kitchen Cafe and Bakery November 2011 - March 2013
Hill Brothers Transportation October 2011 - January 2013
Chicago Coffee May 2009 - June 2009
Douglas County Election Commission June 2006 - August 2006
Skills
Transportation, Microsoft Office, Logistics, Microsoft Excel, Customer Service, Project Management, Microsoft Word, Strategic Planning, PowerPoint, Operations Management, Negotiation, Change Management, Budgets, Freight, Team Building
Education
Grace University 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Jeff Meehan Jeff Meehan's Orion Advisor Services Experience March 2012 - Present
Job Senior Web Developer at Orion Advisor Services
Industry Insurance
Experience
Orion Advisor Services March 2012 - Present
Blue Cross and Blue Shield of Nebraska September 2001 - April 2012
Health Data Management June 2000 - August 2001
Applied Technologies Inc. January 1999 - June 2000
J&H KVI April 1998 - January 1999
Blue Cross Blue Shield of Nebraska March 1995 - April 1998
BCBSNE March 1995 - April 1998
Skills
TFS, ASP.NET, C#, XML, CSS, SQL, LINQ, Cross-functional Team..., IIS, .NET, Data Modeling, Databases, Software Development, UML, VB.NET, SharePoint
Education
Bellevue University 1996 — 1998
BS, Management Information Systems
Yuba College, Yuba City CA 1985 — 1988
Orion Advisor Services March 2012 - Present
Blue Cross and Blue Shield of Nebraska September 2001 - April 2012
Health Data Management June 2000 - August 2001
Applied Technologies Inc. January 1999 - June 2000
J&H KVI April 1998 - January 1999
Blue Cross Blue Shield of Nebraska March 1995 - April 1998
BCBSNE March 1995 - April 1998
Skills
TFS, ASP.NET, C#, XML, CSS, SQL, LINQ, Cross-functional Team..., IIS, .NET, Data Modeling, Databases, Software Development, UML, VB.NET, SharePoint
Education
Bellevue University 1996 — 1998
BS, Management Information Systems
Yuba College, Yuba City CA 1985 — 1988
Bill Wostoupal's Orion Advisor Services Experience November 2000 - December 2004
Job Executive VP at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2005 - Present
Gemini Fund Services, LLC January 2005 - December 2010
Orion Advisor Services November 2000 - December 2004
CLS Investment Firm, LLC November 1994 - November 2000
Skills
Series 7, Business Development, Sales, Investments, Mutual Funds, Asset Management, Investment Advisory, Series 63, Securities, Leadership, Series 24, Strategic Planning, Portfolio Management, Project Management, Strategy, Wealth Management, Alternative Investments, Social Media Marketing, Marketing Strategy, Relationship Management, Sales Management, Retirement Planning, New Business Development
Education
University of Nebraska-Lincoln 1990 — 1992
BA, Major: Psychology Minor: Finance
University of Nebraska at Omaha
NorthStar Financial Services Group, LLC January 2005 - Present
Gemini Fund Services, LLC January 2005 - December 2010
Orion Advisor Services November 2000 - December 2004
CLS Investment Firm, LLC November 1994 - November 2000
Skills
Series 7, Business Development, Sales, Investments, Mutual Funds, Asset Management, Investment Advisory, Series 63, Securities, Leadership, Series 24, Strategic Planning, Portfolio Management, Project Management, Strategy, Wealth Management, Alternative Investments, Social Media Marketing, Marketing Strategy, Relationship Management, Sales Management, Retirement Planning, New Business Development
Education
University of Nebraska-Lincoln 1990 — 1992
BA, Major: Psychology Minor: Finance
University of Nebraska at Omaha
Michael Vitallo Michael Vitallo's Orion Advisor Services Experience May 2006 - June 2012
Job Portfolio Administrator at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC June 2012 - Present
Orion Advisor Services May 2006 - June 2012
Skills
Trading, Trading Systems, ETFs, Mutual Funds, Investments, Asset Allocation, Securities, Financial Services, Asset Management, Portfolio Management, Series 7, Series 63, Finance
Education
Illinois State University 1990 — 1994
BS, Marketing
CLS Investments, LLC June 2012 - Present
Orion Advisor Services May 2006 - June 2012
Skills
Trading, Trading Systems, ETFs, Mutual Funds, Investments, Asset Allocation, Securities, Financial Services, Asset Management, Portfolio Management, Series 7, Series 63, Finance
Education
Illinois State University 1990 — 1994
BS, Marketing
Don Spafford Don Spafford's Orion Advisor Services Experience March 2004 - May 2006
Job Senior Accounting Analyst II at Orion Advisor Services, LLC
Industry Investment Management
Experience
Orion Advisor Services, LLC March 2004 - Present
Northstar Financial Services Group 2004 - Present
Orion Advisor Services March 2004 - May 2006
Rent-A-Center April 2000 - March 2004
Skills
Accounting, Budgets, Spanish, Investments, Management, Tax, Microsoft Excel, Account Reconciliation, Excel, Budgeting, SQL, Finance, Team Building
Education
University of Nebraska at Omaha 2010 — 2012
BS, Accounting, A
University of Nebraska at Omaha 2004 — 2008
BSBA, Investment Science & Portfolio Management, Finance & Banking
Blair High School 1991 — 1995
Orion Advisor Services, LLC March 2004 - Present
Northstar Financial Services Group 2004 - Present
Orion Advisor Services March 2004 - May 2006
Rent-A-Center April 2000 - March 2004
Skills
Accounting, Budgets, Spanish, Investments, Management, Tax, Microsoft Excel, Account Reconciliation, Excel, Budgeting, SQL, Finance, Team Building
Education
University of Nebraska at Omaha 2010 — 2012
BS, Accounting, A
University of Nebraska at Omaha 2004 — 2008
BSBA, Investment Science & Portfolio Management, Finance & Banking
Blair High School 1991 — 1995
Jeff Hatten Jeff Hatten's Orion Advisor Services Experience March 2010 - Present
Job SQL Server Database Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services March 2010 - Present
West Corp. October 2006 - March 2010
Physicians Mutual 1998 - 2006
Skills
Microsoft SQL Server, T-SQL, SQL, Databases, Database Administration, Business Analysis, SDLC, Visio, Agile Methodologies, Requirements Analysis, Software Development, Data Warehousing, Disaster Recovery, Integration, Visual Studio, Business Intelligence, Database Design, SSRS, Software Project..., IIS, TFS, XML, ETL, SSIS, Data Modeling
Education
Minnesota State University, Mankato 1983 — 1985
north kossuth 1977 — 1980
Orion Advisor Services March 2010 - Present
West Corp. October 2006 - March 2010
Physicians Mutual 1998 - 2006
Skills
Microsoft SQL Server, T-SQL, SQL, Databases, Database Administration, Business Analysis, SDLC, Visio, Agile Methodologies, Requirements Analysis, Software Development, Data Warehousing, Disaster Recovery, Integration, Visual Studio, Business Intelligence, Database Design, SSRS, Software Project..., IIS, TFS, XML, ETL, SSIS, Data Modeling
Education
Minnesota State University, Mankato 1983 — 1985
north kossuth 1977 — 1980
Daniel Applegarth's Orion Advisor Services Experience October 2006 - Present
Job CFO at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
Seth McCune Seth McCune's Orion Advisor Services Experience February 2015 - Present
Job Director, Accounting Analyst Teams at Orion Advisor Services
Industry Accounting
Experience
Orion Advisor Services February 2015 - Present
NorthStar Financial Services Group, LLC June 2009 - March 2015
KPMG, LLP August 2008 - March 2009
Skills
Internal Controls, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Internal Audit, Risk Management, Risk Assessment, Enterprise Risk..., IT Audit, Financial Accounting, Financial Services, Problem Solving, Leadership
Education
University of Nebraska at Omaha 2012 — 2015
Master of Business Administration (MBA)
Brigham Young University 2001 — 2008
BS, Accounting
Orion Advisor Services February 2015 - Present
NorthStar Financial Services Group, LLC June 2009 - March 2015
KPMG, LLP August 2008 - March 2009
Skills
Internal Controls, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Internal Audit, Risk Management, Risk Assessment, Enterprise Risk..., IT Audit, Financial Accounting, Financial Services, Problem Solving, Leadership
Education
University of Nebraska at Omaha 2012 — 2015
Master of Business Administration (MBA)
Brigham Young University 2001 — 2008
BS, Accounting
Carolyn Larsen Carolyn Larsen's Orion Advisor Services Experience December 2009 - October 2010
Job Financial Analyst
Industry Financial Services
Experience
Orion Advisor Services December 2009 - October 2010
Goldman Sachs & Co June 2008 - August 2009
Wasatch Tax Inc May 2007 - May 2008
Marriott School of Management January 2007 - April 2008
Money Concepts March 2004 - May 2007
The Church of Jesus Christ of Latter-day Saints December 2004 - June 2006
Dr. Call's Dental Office March 2004 - December 2004
Education
Brigham Young University
Bachelor of Science, Finance
Jackson Hewitt
Orion Advisor Services December 2009 - October 2010
Goldman Sachs & Co June 2008 - August 2009
Wasatch Tax Inc May 2007 - May 2008
Marriott School of Management January 2007 - April 2008
Money Concepts March 2004 - May 2007
The Church of Jesus Christ of Latter-day Saints December 2004 - June 2006
Dr. Call's Dental Office March 2004 - December 2004
Education
Brigham Young University
Bachelor of Science, Finance
Jackson Hewitt
Robin Danahy Robin Danahy's Orion Advisor Services Experience January 2015 - Present
Job Senior Sales Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Brian Kavanaugh Brian Kavanaugh's Orion Advisor Services Experience November 2013 - Present
Job Manager, Middleware Team at Orion Advisor Services
Industry Computer Software
Experience
Baright Public Library February 2015 - Present
Orion Advisor Services November 2013 - Present
Nebraska Jaycee Foundation January 2011 - Present
Junior Chamber International (JCI) September 2007 - Present
Orion Advisor Services, LLC September 2001 - November 2013
JCI USA January 2010 - December 2010
JCI USA January 2009 - December 2009
Junior Chamber International (JCI) January 2008 - December 2008
Nebraska Junior Chamber January 2007 - December 2007
Nebraska Junior Chamber January 2005 - December 2005
Skills
Organizational..., Planning, Public Speaking, Strategic Planning, Non-profits, Coaching, Leadership Development, Project Planning, Fundraising, Team Building, Event Planning, Leadership, Project Management, Training, Budgets, Team Leadership, Customer Service, Staff Development, Event Management, Management, Public Relations, Contract Negotiation, Entrepreneurship, Research, Nonprofits, Change Management, New Business Development, Program Management, Government, Management Consulting, Marketing, CRM, Sales, Community Outreach, Analysis, Policy, Social Networking, Volunteer Management, Workshop Facilitation, Business Development, Business Strategy, Data Analysis, Networking, Strategy, Process Improvement, Social Media, Marketing Communications, Salesforce.com, Marketing Strategy, Business Planning
Education
Ohio University 1992 — 1993
Master of Science, Physical Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts, History
Douglas County High School 1984 — 1987
Baright Public Library February 2015 - Present
Orion Advisor Services November 2013 - Present
Nebraska Jaycee Foundation January 2011 - Present
Junior Chamber International (JCI) September 2007 - Present
Orion Advisor Services, LLC September 2001 - November 2013
JCI USA January 2010 - December 2010
JCI USA January 2009 - December 2009
Junior Chamber International (JCI) January 2008 - December 2008
Nebraska Junior Chamber January 2007 - December 2007
Nebraska Junior Chamber January 2005 - December 2005
Skills
Organizational..., Planning, Public Speaking, Strategic Planning, Non-profits, Coaching, Leadership Development, Project Planning, Fundraising, Team Building, Event Planning, Leadership, Project Management, Training, Budgets, Team Leadership, Customer Service, Staff Development, Event Management, Management, Public Relations, Contract Negotiation, Entrepreneurship, Research, Nonprofits, Change Management, New Business Development, Program Management, Government, Management Consulting, Marketing, CRM, Sales, Community Outreach, Analysis, Policy, Social Networking, Volunteer Management, Workshop Facilitation, Business Development, Business Strategy, Data Analysis, Networking, Strategy, Process Improvement, Social Media, Marketing Communications, Salesforce.com, Marketing Strategy, Business Planning
Education
Ohio University 1992 — 1993
Master of Science, Physical Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts, History
Douglas County High School 1984 — 1987
Andrea Tiernan Andrea Tiernan's Orion Advisor Services Experience December 2006 - April 2007
Job Independent Sales Consultant at Norwex USA
Industry Financial Services
Experience
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Heather Jensen Heather Jensen's Orion Advisor Services Experience June 2012 - November 2013
Job Advertising Account Specialist at Yahoo
Industry Marketing and Advertising
Experience
Yahoo July 2014 - Present
Yahoo November 2013 - July 2014
Orion Advisor Services June 2012 - November 2013
Aegis Medical Systems November 2011 - February 2012
TekVation, LLC June 2005 - November 2011
Skills
Account Management, Salesforce.com, Social Media Marketing, Sales, Marketing, Management, Behavioral Targeting, Advertising, Microsoft Excel, Client Services, Customer Acquisition, Microsoft Word, CRM, Team Leadership, Social Networking, Training, Team Building, Sales Management, Small Business Marketing, ADP.com, Communication Skills, Marketing Communications, PowerPoint, Cold Calling, Marketing Strategy, Microsoft Office, Process Improvement, E-commerce, Business Strategy, Building Relationships, Inside Sales, Business Analysis, Vendor Management, Calendar Planning, Organization, Critical Thinking, Outlook, Back Office, Direct Sales, Sales Support, Email Marketing, Customer Service
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Arts (BA), Psychology
Yahoo July 2014 - Present
Yahoo November 2013 - July 2014
Orion Advisor Services June 2012 - November 2013
Aegis Medical Systems November 2011 - February 2012
TekVation, LLC June 2005 - November 2011
Skills
Account Management, Salesforce.com, Social Media Marketing, Sales, Marketing, Management, Behavioral Targeting, Advertising, Microsoft Excel, Client Services, Customer Acquisition, Microsoft Word, CRM, Team Leadership, Social Networking, Training, Team Building, Sales Management, Small Business Marketing, ADP.com, Communication Skills, Marketing Communications, PowerPoint, Cold Calling, Marketing Strategy, Microsoft Office, Process Improvement, E-commerce, Business Strategy, Building Relationships, Inside Sales, Business Analysis, Vendor Management, Calendar Planning, Organization, Critical Thinking, Outlook, Back Office, Direct Sales, Sales Support, Email Marketing, Customer Service
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Arts (BA), Psychology
Brad Corrigan Brad Corrigan's Orion Advisor Services Experience August 2010 - Present
Job Technology Consultant at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services August 2010 - Present
Securities America Inc. August 2008 - August 2010
Skills
Microsoft Office, Project Management
Education
University of Nebraska at Omaha 2004 — 2008
bb, Banking, Corporate, Finance, and Securities Law
Orion Advisor Services August 2010 - Present
Securities America Inc. August 2008 - August 2010
Skills
Microsoft Office, Project Management
Education
University of Nebraska at Omaha 2004 — 2008
bb, Banking, Corporate, Finance, and Securities Law
Beth Bonoan Beth Bonoan's Orion Advisor Services Experience August 2014 - Present
Job Strategic Service Manager
Industry Financial Services
Experience
Orion Advisor Services August 2014 - Present
Orion Advisor Services February 2012 - August 2014
The Goddard School May 2007 - March 2012
Adventures on Discovery Drive September 2006 - May 2007
Skills
Staff Development, Organizational..., Hiring, Employee Relations, Mentoring
Education
Bellevue University 2010 — 2013
MBA, Marketing
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Science, Education and Human Sciences- Family Science
Orion Advisor Services August 2014 - Present
Orion Advisor Services February 2012 - August 2014
The Goddard School May 2007 - March 2012
Adventures on Discovery Drive September 2006 - May 2007
Skills
Staff Development, Organizational..., Hiring, Employee Relations, Mentoring
Education
Bellevue University 2010 — 2013
MBA, Marketing
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Science, Education and Human Sciences- Family Science
Ben Frantz's Orion Advisor Services Experience August 2015 - Present
Job Internal Sales at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services August 2015 - Present
Orion Advisor Services February 2014 - August 2015
Lincoln Financial Group June 2013 - February 2014
University of Nebraska Foundation February 2012 - May 2013
Kissel/E&S Associates February 2012 - March 2012
Price Chopper October 2008 - December 2011
Kansas State University August 2009 - May 2010
Education
University of Nebraska 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kansas State University 2009 — 2010
Business Administration, Management and Operations
Orion Advisor Services August 2015 - Present
Orion Advisor Services February 2014 - August 2015
Lincoln Financial Group June 2013 - February 2014
University of Nebraska Foundation February 2012 - May 2013
Kissel/E&S Associates February 2012 - March 2012
Price Chopper October 2008 - December 2011
Kansas State University August 2009 - May 2010
Education
University of Nebraska 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kansas State University 2009 — 2010
Business Administration, Management and Operations
Michelle Vankat's Orion Advisor Services Experience 2015 - Present
Job Account Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services 2015 - Present
Interface: The Web School 2014 - 2015
Mutual of Omaha 2011 - 2014
West Corporation (dba Accent Cost Containment Solutions) 2007 - 2011
West Corporation (dba Accent Cost Containment Solutions) 2006 - 2007
Rotech Healthcare (dba PSI Healthcare) 2003 - 2006
CHI Health (formerly Alegent Health) 2002 - 2003
Skills
Leadership, Insurance, Team Building, Client Relations Skills, Social Media, Analysis, Business Process..., Healthcare, Commitment to Customer..., Project Coordination, Liability, Medical Assisting, Assets Recovery, Brand Awareness, HTML, CSS, Collections, Research, Account Management, Microsoft Office, Negotiation, IT Operations, Social Media Marketing
Education
Interface: The Web School 2014 — 2014
Alegent Health School of Medical Assisting 2001 — 2002
Certified Medical Assistant
Metropolitan Community College
Nebraska Methodist College 2000 — 2000
Certified Nursing Assistant Certificate
Orion Advisor Services 2015 - Present
Interface: The Web School 2014 - 2015
Mutual of Omaha 2011 - 2014
West Corporation (dba Accent Cost Containment Solutions) 2007 - 2011
West Corporation (dba Accent Cost Containment Solutions) 2006 - 2007
Rotech Healthcare (dba PSI Healthcare) 2003 - 2006
CHI Health (formerly Alegent Health) 2002 - 2003
Skills
Leadership, Insurance, Team Building, Client Relations Skills, Social Media, Analysis, Business Process..., Healthcare, Commitment to Customer..., Project Coordination, Liability, Medical Assisting, Assets Recovery, Brand Awareness, HTML, CSS, Collections, Research, Account Management, Microsoft Office, Negotiation, IT Operations, Social Media Marketing
Education
Interface: The Web School 2014 — 2014
Alegent Health School of Medical Assisting 2001 — 2002
Certified Medical Assistant
Metropolitan Community College
Nebraska Methodist College 2000 — 2000
Certified Nursing Assistant Certificate
Danielle Hamby Danielle Hamby's Orion Advisor Services Experience June 2015 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Accounting
Experience
Orion Advisor Services June 2015 - Present
John Day Company May 2014 - June 2015
John Day Company October 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Microsoft Office, Financial Analysis, Accounts Payable, Time Management, Teamwork, Access, Outlook, Data Entry, Accounting, Accounts Receivable, Bookkeeping, Account Reconciliation, Journal Entries, General Ledger, Financial Accounting, Bank Reconciliation, Spreadsheets
Education
University of Nebraska at Omaha 2011 — 2014
Bachelor of Arts (B.A.), Accounting
Iowa Western Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Orion Advisor Services June 2015 - Present
John Day Company May 2014 - June 2015
John Day Company October 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Microsoft Office, Financial Analysis, Accounts Payable, Time Management, Teamwork, Access, Outlook, Data Entry, Accounting, Accounts Receivable, Bookkeeping, Account Reconciliation, Journal Entries, General Ledger, Financial Accounting, Bank Reconciliation, Spreadsheets
Education
University of Nebraska at Omaha 2011 — 2014
Bachelor of Arts (B.A.), Accounting
Iowa Western Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Zach Lindgren Zach Lindgren's Orion Advisor Services Experience February 2012 - February 2015
Job Program and Reporting Analyst at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group March 2015 - Present
Orion Advisor Services February 2012 - February 2015
TD Ameritrade February 2008 - December 2011
TD Ameritrade January 2007 - February 2008
Skills
Finance, Management, Investments, Portfolio Management, Financial Services, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Grace University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Williams Financial Group March 2015 - Present
Orion Advisor Services February 2012 - February 2015
TD Ameritrade February 2008 - December 2011
TD Ameritrade January 2007 - February 2008
Skills
Finance, Management, Investments, Portfolio Management, Financial Services, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Grace University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Josh Thoma Josh Thoma's Orion Advisor Services Experience August 2011 - Present
Job Web Application Developer at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services August 2011 - Present
West Corporation February 2009 - August 2011
West Corporation May 2006 - February 2009
West Corporation December 2005 - May 2006
AAFES February 2002 - December 2005
Skills
VB.NET, T-SQL, Microsoft SQL Server, ASP.NET, .NET, SQL, Agile Methodologies, Web Services, Software Development, C#, SQL Server, Visual Basic, JavaScript, HTML, CSS, XML, Visual Studio, IIS, VBScript, Databases
Education
University of Nebraska at Omaha 2001 — 2003
Bachelor of Science, Management Information Systems
Metropolitan Community College 2000 — 2001
Associate of Applied Science, Computer Programming Technology
Orion Advisor Services August 2011 - Present
West Corporation February 2009 - August 2011
West Corporation May 2006 - February 2009
West Corporation December 2005 - May 2006
AAFES February 2002 - December 2005
Skills
VB.NET, T-SQL, Microsoft SQL Server, ASP.NET, .NET, SQL, Agile Methodologies, Web Services, Software Development, C#, SQL Server, Visual Basic, JavaScript, HTML, CSS, XML, Visual Studio, IIS, VBScript, Databases
Education
University of Nebraska at Omaha 2001 — 2003
Bachelor of Science, Management Information Systems
Metropolitan Community College 2000 — 2001
Associate of Applied Science, Computer Programming Technology
Jeff Kliewer Jeff Kliewer's Orion Advisor Services Experience April 2011 - Present
Job Technology Support Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services April 2011 - Present
Orion Advisor Services April 2010 - April 2011
Evangelical Bible Church 2004 - 2011
Orion Advisor Services August 2004 - March 2010
Orion Advisor Services 2010 - 2010
Skills
Securities, Investments, CRM, Integration, Project Management, Technology, Mobile Technology, Web Services, API Development, Troubleshooting, Customer Service, Database Queries, Mac OS, Citrix, Leadership, Financial Services, SQL, Technical Support, Management, Databases
Education
Grace University 2004 — 2006
M.A., Theological Studies
Grace University 2000 — 2004
B.A., Social Sciences
Orion Advisor Services April 2011 - Present
Orion Advisor Services April 2010 - April 2011
Evangelical Bible Church 2004 - 2011
Orion Advisor Services August 2004 - March 2010
Orion Advisor Services 2010 - 2010
Skills
Securities, Investments, CRM, Integration, Project Management, Technology, Mobile Technology, Web Services, API Development, Troubleshooting, Customer Service, Database Queries, Mac OS, Citrix, Leadership, Financial Services, SQL, Technical Support, Management, Databases
Education
Grace University 2004 — 2006
M.A., Theological Studies
Grace University 2000 — 2004
B.A., Social Sciences
Katie Nightingale's Orion Advisor Services Experience May 2015 - Present
Job Implementation Account Manager at Orion Advisor Services
Industry Higher Education
Experience
Orion Advisor Services May 2015 - Present
Orion Advisor Services February 2014 - May 2015
Nelnet Diversified Solutions October 2013 - February 2014
Tabitha Health Care Services February 2013 - October 2013
Nebraska Wesleyan University Weary Center for Health and Fitness August 2010 - August 2013
Sheldon Museum of Art January 2012 - May 2012
Chegg Inc. February 2010 - February 2011
Nebraska Wesleyan University January 2010 - May 2010
Skills
Social Media, Marketing, Leadership, Public Speaking, Event Management, Research, Facebook, Customer Service, Oral & Written..., Microsoft Office, Event Planning, Fundraising, Newsletters, Microsoft Word, Public Relations, Management, Social Networking, PowerPoint, Teamwork, Volunteer Management, Community Outreach, Writing, Raiser's Edge, Organization, InDesign, Database Management, Analytical Skills, Database Admin, Press Releases, Communication, Calligraphy
Education
Nebraska Wesleyan University 2009 — 2013
Bachelor of Science (B.S.), Communication
University of Plymouth 2012 — 2012
Marketing/Marketing Management, General
Kearney High School 2005 — 2009
Orion Advisor Services May 2015 - Present
Orion Advisor Services February 2014 - May 2015
Nelnet Diversified Solutions October 2013 - February 2014
Tabitha Health Care Services February 2013 - October 2013
Nebraska Wesleyan University Weary Center for Health and Fitness August 2010 - August 2013
Sheldon Museum of Art January 2012 - May 2012
Chegg Inc. February 2010 - February 2011
Nebraska Wesleyan University January 2010 - May 2010
Skills
Social Media, Marketing, Leadership, Public Speaking, Event Management, Research, Facebook, Customer Service, Oral & Written..., Microsoft Office, Event Planning, Fundraising, Newsletters, Microsoft Word, Public Relations, Management, Social Networking, PowerPoint, Teamwork, Volunteer Management, Community Outreach, Writing, Raiser's Edge, Organization, InDesign, Database Management, Analytical Skills, Database Admin, Press Releases, Communication, Calligraphy
Education
Nebraska Wesleyan University 2009 — 2013
Bachelor of Science (B.S.), Communication
University of Plymouth 2012 — 2012
Marketing/Marketing Management, General
Kearney High School 2005 — 2009
Austin Slovak Austin Slovak's Orion Advisor Services Experience August 2014 - Present
Job Account Manager Northstar Financial
Industry Financial Services
Experience
Orion Advisor Services August 2014 - Present
The Lund Company May 2013 - Present
The Lund Company October 2012 - April 2013
Lifetime Fitness April 2007 - September 2012
Fareway Economical Food Stores May 2005 - April 2007
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor of Science (B.S.), Economics & Real Estate / Land Use Economics
University of Nebraska-Lincoln 2008 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Orion Advisor Services August 2014 - Present
The Lund Company May 2013 - Present
The Lund Company October 2012 - April 2013
Lifetime Fitness April 2007 - September 2012
Fareway Economical Food Stores May 2005 - April 2007
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor of Science (B.S.), Economics & Real Estate / Land Use Economics
University of Nebraska-Lincoln 2008 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Andrea Giesbrecht Andrea Giesbrecht's Orion Advisor Services Experience August 2013 - July 2014
Job Looking for work
Industry Hospital & Health Care
Experience
Professional Research Consultants, Inc. September 2014 - February 2015
Orion Advisor Services August 2013 - July 2014
Orion Advisor Services July 2006 - August 2013
Borders June 2005 - July 2006
Borders September 2002 - June 2005
Skills
Microsoft Excel, Research, Data Entry, Books, Data Reconciliation, 10 Key, Lyric Soprano, Creative Writing, Analysis, Critical Thinking, Inventory Analysis, Spreadsheets, Public Speaking, Christian Theology, Calligraphy, Sight Reading, Choral Conducting, Typing, Voice Lessons, Visual Arts, Paint.NET, ArtRage, Basic HTML, WordPress, Microsoft Access
Education
Grace University 1999 — 2005
Bachelor of Science (BS), Music Teacher Education, Undergraduate
Professional Research Consultants, Inc. September 2014 - February 2015
Orion Advisor Services August 2013 - July 2014
Orion Advisor Services July 2006 - August 2013
Borders June 2005 - July 2006
Borders September 2002 - June 2005
Skills
Microsoft Excel, Research, Data Entry, Books, Data Reconciliation, 10 Key, Lyric Soprano, Creative Writing, Analysis, Critical Thinking, Inventory Analysis, Spreadsheets, Public Speaking, Christian Theology, Calligraphy, Sight Reading, Choral Conducting, Typing, Voice Lessons, Visual Arts, Paint.NET, ArtRage, Basic HTML, WordPress, Microsoft Access
Education
Grace University 1999 — 2005
Bachelor of Science (BS), Music Teacher Education, Undergraduate
Amanda Steinspring Amanda Steinspring's Orion Advisor Services Experience August 2006 - Present
Job Sr. Service Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services August 2006 - Present
Skills
Asset Management, Mutual Funds, Portfolio Management, Investments, Securities, Customer Service, Series 7, Wealth Management, Investment Advisory, Financial Advisory
Education
University of Nebraska at Omaha 2001 — 2005
Bachelor of Science in Business Administration, Small Business Management
Orion Advisor Services August 2006 - Present
Skills
Asset Management, Mutual Funds, Portfolio Management, Investments, Securities, Customer Service, Series 7, Wealth Management, Investment Advisory, Financial Advisory
Education
University of Nebraska at Omaha 2001 — 2005
Bachelor of Science in Business Administration, Small Business Management
Thomas Swedlund Thomas Swedlund's Orion Advisor Services Experience January 2015 - Present
Job Accounting Analyst at Orion Advisor Services, LLC
Industry Internet
Experience
Orion Advisor Services January 2015 - Present
TD Ameritrade April 2014 - December 2014
Aerotek November 2013 - April 2014
Premier Bank, Omaha November 2012 - October 2013
Education
Metropolitan Community College 2013 — 2016
Incomplete, Accounting, 3.6
University of Nebraska at Omaha 2012 — 2013
Incomplete, Computer Science
Millard South High School 2004 — 2008
General Studies
Orion Advisor Services January 2015 - Present
TD Ameritrade April 2014 - December 2014
Aerotek November 2013 - April 2014
Premier Bank, Omaha November 2012 - October 2013
Education
Metropolitan Community College 2013 — 2016
Incomplete, Accounting, 3.6
University of Nebraska at Omaha 2012 — 2013
Incomplete, Computer Science
Millard South High School 2004 — 2008
General Studies
Eric Clarke Eric Clarke's Orion Advisor Services Experience December 1999 - Present
Job President at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services December 1999 - Present
Vistage International September 2009 - Present
CLS Investment Firm, LLC 1999 - 2006
Education
University of Utah - David Eccles School of Business 1996 — 1997
MBA, Business
Brigham Young University 1991 — 1996
Bachelors, Accounting
Orion Advisor Services December 1999 - Present
Vistage International September 2009 - Present
CLS Investment Firm, LLC 1999 - 2006
Education
University of Utah - David Eccles School of Business 1996 — 1997
MBA, Business
Brigham Young University 1991 — 1996
Bachelors, Accounting
Philip Friesen Philip Friesen's Orion Advisor Services Experience May 2011 - March 2012
Job Sales Representative at JR & Associates, Inc.
Industry Wholesale
Experience
JR & Associates, Inc. February 2013 - Present
Ford Storage April 2008 - February 2013
Orion Advisor Services May 2011 - March 2012
Education
Grace University 2010 — 2013
Bachelor of Business Administration (BBA), Business
JR & Associates, Inc. February 2013 - Present
Ford Storage April 2008 - February 2013
Orion Advisor Services May 2011 - March 2012
Education
Grace University 2010 — 2013
Bachelor of Business Administration (BBA), Business
Benjamin M. Rawlings's Orion Advisor Services Experience November 2014 - Present
Job Account Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services November 2014 - Present
Rasmussen College September 2013 - November 2014
Aventure Staffing & Professional Services, LLC May 2013 - August 2013
Iowa State University February 2012 - May 2013
Iowa State University August 2011 - February 2012
Iowa State University May 2011 - August 2011
Hy Vee October 2008 - May 2011
Sioux City Country Club May 2010 - August 2010
Skills
Microsoft Office, Financial Planning, Customer Service, Writing, Budgeting, Budget Analysis, Supervising, Cash Handling, Cashiering, Oral Communications, Time Management, Determination, Teamwork, Team Oriented, Team Leadership, Training & Development, Employee Training, Strategic Financial..., Customer Satisfaction, Leadership, Event Planning, Social Networking, Communication
Education
Iowa State University 2009 — 2013
BS, Family Finance, Housing, and Policy
Bishop Heelan Catholic High School 2005 — 2009
Orion Advisor Services November 2014 - Present
Rasmussen College September 2013 - November 2014
Aventure Staffing & Professional Services, LLC May 2013 - August 2013
Iowa State University February 2012 - May 2013
Iowa State University August 2011 - February 2012
Iowa State University May 2011 - August 2011
Hy Vee October 2008 - May 2011
Sioux City Country Club May 2010 - August 2010
Skills
Microsoft Office, Financial Planning, Customer Service, Writing, Budgeting, Budget Analysis, Supervising, Cash Handling, Cashiering, Oral Communications, Time Management, Determination, Teamwork, Team Oriented, Team Leadership, Training & Development, Employee Training, Strategic Financial..., Customer Satisfaction, Leadership, Event Planning, Social Networking, Communication
Education
Iowa State University 2009 — 2013
BS, Family Finance, Housing, and Policy
Bishop Heelan Catholic High School 2005 — 2009
Evan Zantaltzis Evan Zantaltzis's Orion Advisor Services Experience 2013 - Present
Job
Industry Financial Services
Experience
Orion Advisor Services 2013 - Present
Skills
Microsoft Excel, PowerPoint, Sales
Education
SUNY Stony Brook
Orion Advisor Services 2013 - Present
Skills
Microsoft Excel, PowerPoint, Sales
Education
SUNY Stony Brook
Ben Poole Ben Poole's Orion Advisor Services Experience October 1997 - April 2010
Job Associate at HDR, Inc. Solving complex technology problems with simplicity (and hard work)
Industry Computer Software
Experience
HDR April 2010 - Present
PooleDesign Media Group October 1999 - April 2011
Northstar Financial Services October 1997 - April 2010
Orion Advisor Services October 1997 - April 2010
CLS Investment Firm, LLC 1997 - 2003
The Omaha World Herald May 1997 - October 1997
Skills
Web Development, CSS, Drupal, JavaScript, PHP, WordPress, SEO, User Interface Design, CMS, Web Applications, jQuery, Microsoft SQL Server, HTML 5, SharePoint, MySQL, Usability, Flash, IT Solutions, Solution Development, Databases, XHTML, Web 2.0, Creative Strategy, Nonprofits, .NET, ASP.NET, User Experience, Unified Communications, Application Lifecycle..., Product Development, Community Outreach, Data Visualization, Information Technology..., UX, Graphic Design, Lean IT, Management, Project Management, Leadership
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising and Economics
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising, Economics
HDR April 2010 - Present
PooleDesign Media Group October 1999 - April 2011
Northstar Financial Services October 1997 - April 2010
Orion Advisor Services October 1997 - April 2010
CLS Investment Firm, LLC 1997 - 2003
The Omaha World Herald May 1997 - October 1997
Skills
Web Development, CSS, Drupal, JavaScript, PHP, WordPress, SEO, User Interface Design, CMS, Web Applications, jQuery, Microsoft SQL Server, HTML 5, SharePoint, MySQL, Usability, Flash, IT Solutions, Solution Development, Databases, XHTML, Web 2.0, Creative Strategy, Nonprofits, .NET, ASP.NET, User Experience, Unified Communications, Application Lifecycle..., Product Development, Community Outreach, Data Visualization, Information Technology..., UX, Graphic Design, Lean IT, Management, Project Management, Leadership
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising and Economics
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising, Economics
Aaron Schaap's Orion Advisor Services Experience June 2014 - Present
Job Salesforce Solutions Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services June 2014 - Present
Orion Advisor Services April 2007 - June 2014
Plains Marketing LP April 2006 - April 2007
CLS Investments, LLC 2003 - 2006
Skills
Marketing, Financial Analysis, Risk Management, Asset Managment, Investments, Portfolio Management, Management, Microsoft Excel, Microsoft Office, Business Development, Process Improvement, Data Analysis
Education
University of Nebraska at Omaha 2001 — 2004
MBA
The University of South Dakota 1993 — 1997
BSBA, Marketing, Sociology
Orion Advisor Services June 2014 - Present
Orion Advisor Services April 2007 - June 2014
Plains Marketing LP April 2006 - April 2007
CLS Investments, LLC 2003 - 2006
Skills
Marketing, Financial Analysis, Risk Management, Asset Managment, Investments, Portfolio Management, Management, Microsoft Excel, Microsoft Office, Business Development, Process Improvement, Data Analysis
Education
University of Nebraska at Omaha 2001 — 2004
MBA
The University of South Dakota 1993 — 1997
BSBA, Marketing, Sociology
Brandon Rinck, PMP, CSM's Orion Advisor Services Experience 2006 - 2007
Job Agile Program Manager at Hayneedle, Inc.
Industry Retail
Experience
Hayneedle, Inc. March 2015 - Present
Hayneedle, Inc. March 2014 - Present
Hayneedle July 2012 - February 2014
DMSi Software June 2009 - July 2012
DMSi Software 2007 - 2008
Orion Advisor Services 2006 - 2007
Constellation Trust Company 2005 - 2006
Orion Advisor Services September 2004 - 2005
Skills
Process Improvement, Data Analysis, Project Management, Salesforce.com, Business Analysis, Microsoft Excel, Team Building, Strategic Planning, Microsoft Office, Customer Service, Team Leadership, Agile Methodologies, Product Management, Agile Project Management, Databases, Vendor Management, Scrum, Management, Integration, Leadership, SDLC, Analysis
Education
Creighton University 2000 — 2004
BSBA, Finance and Marketing
Creighton University
Hayneedle, Inc. March 2015 - Present
Hayneedle, Inc. March 2014 - Present
Hayneedle July 2012 - February 2014
DMSi Software June 2009 - July 2012
DMSi Software 2007 - 2008
Orion Advisor Services 2006 - 2007
Constellation Trust Company 2005 - 2006
Orion Advisor Services September 2004 - 2005
Skills
Process Improvement, Data Analysis, Project Management, Salesforce.com, Business Analysis, Microsoft Excel, Team Building, Strategic Planning, Microsoft Office, Customer Service, Team Leadership, Agile Methodologies, Product Management, Agile Project Management, Databases, Vendor Management, Scrum, Management, Integration, Leadership, SDLC, Analysis
Education
Creighton University 2000 — 2004
BSBA, Finance and Marketing
Creighton University
Brooke Torson's Orion Advisor Services Experience June 2006 - May 2007
Job 1st Grade Teacher at Omaha Public Schools
Industry Financial Services
Experience
Omaha Public Schools July 2013 - Present
Nebraska Furniture Mart June 2011 - Present
Elkhorn Public Schools August 2011 - May 2013
Elkhorn School District January 2011 - April 2012
First National Bank & Trust October 2008 - December 2010
First National Bank of Omaha September 2007 - October 2009
PayPal May 2007 - September 2007
Orion Advisor Services June 2006 - May 2007
CLS Investment Firm, LLC March 2004 - June 2006
First National Bank of Omaha April 2003 - February 2005
Skills
Commercial Banking, Data Analysis, Financial Analysis, Credit, Investments, Risk Management, Finance, Customer Service
Education
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (BS), Elementary Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Wayne State College 1996 — 1997
Undecided
Millard West 1995 — 1996
Omaha Public Schools July 2013 - Present
Nebraska Furniture Mart June 2011 - Present
Elkhorn Public Schools August 2011 - May 2013
Elkhorn School District January 2011 - April 2012
First National Bank & Trust October 2008 - December 2010
First National Bank of Omaha September 2007 - October 2009
PayPal May 2007 - September 2007
Orion Advisor Services June 2006 - May 2007
CLS Investment Firm, LLC March 2004 - June 2006
First National Bank of Omaha April 2003 - February 2005
Skills
Commercial Banking, Data Analysis, Financial Analysis, Credit, Investments, Risk Management, Finance, Customer Service
Education
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (BS), Elementary Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Wayne State College 1996 — 1997
Undecided
Millard West 1995 — 1996
Brian Bartsch's Orion Advisor Services Experience March 2012 - Present
Job Database Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services March 2012 - Present
Orion Advisor Services July 2006 - March 2012
Skills
Microsoft SQL Server, T-SQL, .NET, C#, VB.NET, SQL, Visual Basic, Visual Studio, Data Analysis, Databases, SSRS, Business Analysis, Web Development, Database Administration, Programming, Customer Service, ASP.NET, Microsoft Excel, Software Development, SDLC, SSIS
Education
University of Nebraska at Omaha 1995 — 1997
None, Management Information Systems
Grace University 1989 — 1994
Bible, Christian Education
Orion Advisor Services March 2012 - Present
Orion Advisor Services July 2006 - March 2012
Skills
Microsoft SQL Server, T-SQL, .NET, C#, VB.NET, SQL, Visual Basic, Visual Studio, Data Analysis, Databases, SSRS, Business Analysis, Web Development, Database Administration, Programming, Customer Service, ASP.NET, Microsoft Excel, Software Development, SDLC, SSIS
Education
University of Nebraska at Omaha 1995 — 1997
None, Management Information Systems
Grace University 1989 — 1994
Bible, Christian Education
Jan-Michael Williams's Orion Advisor Services Experience November 2011 - Present
Job Web Application Developer at Orion
Industry Information Technology and Services
Experience
Orion Advisor Services November 2011 - Present
Infogroup October 2010 - October 2011
Infogroup June 2010 - October 2010
FileBound January 2010 - June 2010
Central States Indemnity October 2007 - December 2009
BCBSNE April 2001 - October 2007
Deloitte & Touche LLP June 2000 - March 2001
Inacom September 1998 - March 2000
Self-employed 1999 - 2000
Skills
C#, VBScript, JavaScript, SDLC, XML, SharePoint, ASP.NET, SSRS, Microsoft SQL Server, AJAX, Agile Methodologies, Business Process, Business Analysis, CSS, Databases, .NET, Web Applications
Education
Creighton University's Heider College of Business 1996 — 2000
BSBA, Accounting/Management Information Systems
Orion Advisor Services November 2011 - Present
Infogroup October 2010 - October 2011
Infogroup June 2010 - October 2010
FileBound January 2010 - June 2010
Central States Indemnity October 2007 - December 2009
BCBSNE April 2001 - October 2007
Deloitte & Touche LLP June 2000 - March 2001
Inacom September 1998 - March 2000
Self-employed 1999 - 2000
Skills
C#, VBScript, JavaScript, SDLC, XML, SharePoint, ASP.NET, SSRS, Microsoft SQL Server, AJAX, Agile Methodologies, Business Process, Business Analysis, CSS, Databases, .NET, Web Applications
Education
Creighton University's Heider College of Business 1996 — 2000
BSBA, Accounting/Management Information Systems
Matt McCune's Orion Advisor Services Experience July 2011 - August 2013
Job Law Clerk, 4th District Court of Utah (Judge Darold J. McDade)
Industry Law Practice
Experience
4th District Court of Utah (Judge Darold J. McDade) August 2015 - Present
Christensen Law Offices July 2014 - July 2015
San Bernardino County District Attorney's Office June 2014 - July 2014
4th District Court of Utah (Judge Derek P. Pullen) April 2014 - May 2014
Orion Advisor Services July 2011 - August 2013
Elman Print January 2011 - July 2011
CLS Investment Firm, LLC October 2003 - January 2011
Skills
Email Marketing, Marketing Communications, Adobe Creative Suite, Salesforce.com, Social Media Marketing, Project Management, Graphic Design, Newsletters, Web Content, Google Adwords, Keynote, Microsoft Office, Marketing Research, Twitter, Advertising, Leadership, Trial Practice, Legal Research, Legal Writing, Management, Public Speaking, Customer Service, Microsoft Excel
Education
Brigham Young University—J. Reuben Clark Law School 2013 — 2016
J.D. Candidate
University of Nebraska at Omaha
Bachelor of Science in Business Administration, Marketing & Management
4th District Court of Utah (Judge Darold J. McDade) August 2015 - Present
Christensen Law Offices July 2014 - July 2015
San Bernardino County District Attorney's Office June 2014 - July 2014
4th District Court of Utah (Judge Derek P. Pullen) April 2014 - May 2014
Orion Advisor Services July 2011 - August 2013
Elman Print January 2011 - July 2011
CLS Investment Firm, LLC October 2003 - January 2011
Skills
Email Marketing, Marketing Communications, Adobe Creative Suite, Salesforce.com, Social Media Marketing, Project Management, Graphic Design, Newsletters, Web Content, Google Adwords, Keynote, Microsoft Office, Marketing Research, Twitter, Advertising, Leadership, Trial Practice, Legal Research, Legal Writing, Management, Public Speaking, Customer Service, Microsoft Excel
Education
Brigham Young University—J. Reuben Clark Law School 2013 — 2016
J.D. Candidate
University of Nebraska at Omaha
Bachelor of Science in Business Administration, Marketing & Management
Rodney Mottl's Orion Advisor Services Experience September 2010 - Present
Job Manager of the Orion Billing Team at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services September 2010 - Present
Northstar Financial Services Group 2007 - September 2010
Orion Advisor Services 2005 - September 2007
Johnson & Mock Law Firm September 2004 - October 2005
Skills
Microsoft Word, Investments, Risk Management, Investment Advisory, Securities, Salesforce.com, Customer Service, Process Improvement, Insurance, Financial Advisory, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Microsoft Excel, Finance, Financial Analysis
Education
Grace University 1991 — 1992
Orion Advisor Services September 2010 - Present
Northstar Financial Services Group 2007 - September 2010
Orion Advisor Services 2005 - September 2007
Johnson & Mock Law Firm September 2004 - October 2005
Skills
Microsoft Word, Investments, Risk Management, Investment Advisory, Securities, Salesforce.com, Customer Service, Process Improvement, Insurance, Financial Advisory, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Microsoft Excel, Finance, Financial Analysis
Education
Grace University 1991 — 1992
Mark Pagliuca's Orion Advisor Services Experience July 2014 - Present
Job Institutional Project Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services July 2014 - Present
Orion Advisor Services January 2011 - July 2014
Orion Advisor Services March 2010 - January 2011
CLS Investment Firm, LLC December 2006 - November 2008
Orion Advisor Services March 2004 - December 2006
Skills
Process Improvement, Customer Service, Financial Services, Asset Management, Mutual Funds
Education
Grantham University 2009 — 2012
Master of Business Administration (M.B.A.), Project Management
University of Massachusetts Dartmouth 1994 — 1997
Bachelor of Arts (BA), Psychology
Orion Advisor Services July 2014 - Present
Orion Advisor Services January 2011 - July 2014
Orion Advisor Services March 2010 - January 2011
CLS Investment Firm, LLC December 2006 - November 2008
Orion Advisor Services March 2004 - December 2006
Skills
Process Improvement, Customer Service, Financial Services, Asset Management, Mutual Funds
Education
Grantham University 2009 — 2012
Master of Business Administration (M.B.A.), Project Management
University of Massachusetts Dartmouth 1994 — 1997
Bachelor of Arts (BA), Psychology
Kyle Hiatt's Orion Advisor Services Experience April 2013 - Present
Job EVP Business Development at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services April 2013 - Present
Orion Advisor Services October 2009 - April 2013
Orion Advisor Services January 2008 - October 2009
Orion Advisor Services September 2003 - January 2008
CLS Investment Firm, LLC July 2000 - October 2003
Gemini Fund Services January 2001 - January 2002
Skills
Performance Reporting, Outsourcing, Portfolio Management, Operations Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Trading, Advisory fee billing, Finance, Management, Financial Advisory, Financial Services, Business Analysis, Mutual Funds, Securities, CRM, Business Development, Series 63, Alternative Investments, Strategic Financial..., 401k, Asset Management, ETFs, Financial Planning
Education
Bellevue University 2005 — 2008
MBA, Finance
Creighton University 1993 — 1997
BSBA, Finance
Orion Advisor Services April 2013 - Present
Orion Advisor Services October 2009 - April 2013
Orion Advisor Services January 2008 - October 2009
Orion Advisor Services September 2003 - January 2008
CLS Investment Firm, LLC July 2000 - October 2003
Gemini Fund Services January 2001 - January 2002
Skills
Performance Reporting, Outsourcing, Portfolio Management, Operations Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Trading, Advisory fee billing, Finance, Management, Financial Advisory, Financial Services, Business Analysis, Mutual Funds, Securities, CRM, Business Development, Series 63, Alternative Investments, Strategic Financial..., 401k, Asset Management, ETFs, Financial Planning
Education
Bellevue University 2005 — 2008
MBA, Finance
Creighton University 1993 — 1997
BSBA, Finance
Vickie Baulisch's Orion Advisor Services Experience January 2012 - Present
Job Account Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2012 - Present
TD Ameritrade December 2002 - March 2011
Vickers September 1987 - September 2000
Education
Bellevue University 2010 — 2011
Bachelors, Business
Vatterott 2000 — 2002
Associates, Computer Programming
Orion Advisor Services January 2012 - Present
TD Ameritrade December 2002 - March 2011
Vickers September 1987 - September 2000
Education
Bellevue University 2010 — 2011
Bachelors, Business
Vatterott 2000 — 2002
Associates, Computer Programming
Rachel Ross's Orion Advisor Services Experience September 2014 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services September 2014 - Present
PayFlex® June 2009 - September 2014
Free Captive Productions July 2013 - May 2014
Skyline Retirement Community April 2007 - April 2009
89.7 The River August 2007 - December 2007
DialAmerica Marketing April 2006 - October 2006
Skills
Social Media, Social Media Marketing, Marketing Communications, Facebook, Social Networking, Online Advertising, Brand Awareness, Marketing, Digital Marketing, Photoshop, Trade Shows, Marketing Research, Marketing Management, Event Planning, Time Management, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Call Centers, Event Management, Customer Service, Microsoft Office, Outlook, Blogging, Corporate Events, Telemarketing, Advertising, Management, Email Marketing
Education
Iowa Western Community College 2006 — 2007
Radio Broadcasting
University of Nebraska at Omaha 2005 — 2006
Sociology
Orion Advisor Services September 2014 - Present
PayFlex® June 2009 - September 2014
Free Captive Productions July 2013 - May 2014
Skyline Retirement Community April 2007 - April 2009
89.7 The River August 2007 - December 2007
DialAmerica Marketing April 2006 - October 2006
Skills
Social Media, Social Media Marketing, Marketing Communications, Facebook, Social Networking, Online Advertising, Brand Awareness, Marketing, Digital Marketing, Photoshop, Trade Shows, Marketing Research, Marketing Management, Event Planning, Time Management, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Call Centers, Event Management, Customer Service, Microsoft Office, Outlook, Blogging, Corporate Events, Telemarketing, Advertising, Management, Email Marketing
Education
Iowa Western Community College 2006 — 2007
Radio Broadcasting
University of Nebraska at Omaha 2005 — 2006
Sociology
Ben Bedell's Orion Advisor Services Experience 2000 - Present
Job Software Architect at Northstar Financial
Industry Financial Services
Experience
Northstar Financial January 2000 - Present
Orion Advisor Services 2000 - Present
TransCanada November 1998 - January 2000
First Data Corporation 1996 - 1999
Skills
Microsoft SQL Server, VB.NET, T-SQL, C#, ASP.NET, Visual Studio, .NET, SQL, WCF, Visual Basic, IIS, Application Architecture, JavaScript, XML, WF, NUnit, Process Improvement, Windows Azure, TFS, Database Triggers, Software Development, Web Development, Software Project...
Education
Metropolitan Community College 1994 — 1996
Management Information Systems
Northstar Financial January 2000 - Present
Orion Advisor Services 2000 - Present
TransCanada November 1998 - January 2000
First Data Corporation 1996 - 1999
Skills
Microsoft SQL Server, VB.NET, T-SQL, C#, ASP.NET, Visual Studio, .NET, SQL, WCF, Visual Basic, IIS, Application Architecture, JavaScript, XML, WF, NUnit, Process Improvement, Windows Azure, TFS, Database Triggers, Software Development, Web Development, Software Project...
Education
Metropolitan Community College 1994 — 1996
Management Information Systems
Jason Sand's Orion Advisor Services Experience December 2009 - September 2010
Job Collections Specialist at West Corp
Industry Financial Services
Experience
West Corporation July 2012 - Present
BirdDog Solutions October 2011 - January 2012
Hewlett-Packard May 2011 - October 2011
Orion Advisor Services December 2009 - September 2010
TD Ameritrade July 2007 - January 2009
TD Ameritrade January 2007 - July 2007
TD Ameritrade February 2006 - January 2007
American National Bank January 2005 - October 2005
Skills
Investments, Risk Management, Financial Risk, Data Analysis, Finance, Trading, Management, Banking, Financial Services, Financial Analysis, Call Centers, Securities
Education
University of Nebraska at Omaha 2004 — 2005
Bachelors of Science, Business Administration through; Business Finance and Finance and Banking
University of Nebraska-Lincoln 2001 — 2004
West Corporation July 2012 - Present
BirdDog Solutions October 2011 - January 2012
Hewlett-Packard May 2011 - October 2011
Orion Advisor Services December 2009 - September 2010
TD Ameritrade July 2007 - January 2009
TD Ameritrade January 2007 - July 2007
TD Ameritrade February 2006 - January 2007
American National Bank January 2005 - October 2005
Skills
Investments, Risk Management, Financial Risk, Data Analysis, Finance, Trading, Management, Banking, Financial Services, Financial Analysis, Call Centers, Securities
Education
University of Nebraska at Omaha 2004 — 2005
Bachelors of Science, Business Administration through; Business Finance and Finance and Banking
University of Nebraska-Lincoln 2001 — 2004
Dan DeLuna's Orion Advisor Services Experience March 2013 - March 2013
Job Owner at DKN Computer Solutions, LLC
Industry Information Technology and Services
Experience
DKN Computer Solutions, LLC November 2005 - Present
Blue Cross and Blue Shield of Nebraska July 2014 - July 2015
WAUSAU Financial Systems January 2014 - July 2014
Alegent Creighton Health May 2013 - January 2014
Orion Advisor Services March 2013 - March 2013
Blue Cross and Blue Shield of Nebraska February 2008 - November 2012
ConAgra Foods January 2007 - November 2007
Marley Cooling Tower (now SPX Cooling Technologies) September 2005 - March 2006
Moore Information Consulting March 2003 - September 2005
GMAC 2004 - 2004
Skills
Data Warehousing, Business Intelligence, Data Modeling, Databases, Business Analysis, Microsoft SQL Server, SSRS, SQL, OLAP, Data Migration, SSIS, Integration, Data Analysis, Visual Basic, Business Objects, SDLC, Reporting & Analysis, Cognos ReportNet, VBA, C#, Office 365, Visual Studio, Process Engineering, Windows 10
Education
University of Nebraska-Lincoln 1988 — 1989
Bachelor of Science, Electronics Engineering Technology
DKN Computer Solutions, LLC November 2005 - Present
Blue Cross and Blue Shield of Nebraska July 2014 - July 2015
WAUSAU Financial Systems January 2014 - July 2014
Alegent Creighton Health May 2013 - January 2014
Orion Advisor Services March 2013 - March 2013
Blue Cross and Blue Shield of Nebraska February 2008 - November 2012
ConAgra Foods January 2007 - November 2007
Marley Cooling Tower (now SPX Cooling Technologies) September 2005 - March 2006
Moore Information Consulting March 2003 - September 2005
GMAC 2004 - 2004
Skills
Data Warehousing, Business Intelligence, Data Modeling, Databases, Business Analysis, Microsoft SQL Server, SSRS, SQL, OLAP, Data Migration, SSIS, Integration, Data Analysis, Visual Basic, Business Objects, SDLC, Reporting & Analysis, Cognos ReportNet, VBA, C#, Office 365, Visual Studio, Process Engineering, Windows 10
Education
University of Nebraska-Lincoln 1988 — 1989
Bachelor of Science, Electronics Engineering Technology
Nicole Broussard's Orion Advisor Services Experience January 2014 - Present
Job Director of Process Improvement at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2014 - Present
Mutual of Omaha September 2013 - January 2014
Orion Advisor Services June 2007 - August 2013
CLS Investment Firm, LLC August 2000 - June 2007
Skills
Customer Relations, Excel, Microsoft Office, Team Building, Salesforce.com, Customer Service, Microsoft Excel, Management, Mutual Funds, Business Analysis, Team Leadership, Operations Management, Business Development, Leadership, Financial Services, Account Management
Education
Bellevue University
MBA, Business
Orion Advisor Services January 2014 - Present
Mutual of Omaha September 2013 - January 2014
Orion Advisor Services June 2007 - August 2013
CLS Investment Firm, LLC August 2000 - June 2007
Skills
Customer Relations, Excel, Microsoft Office, Team Building, Salesforce.com, Customer Service, Microsoft Excel, Management, Mutual Funds, Business Analysis, Team Leadership, Operations Management, Business Development, Leadership, Financial Services, Account Management
Education
Bellevue University
MBA, Business
Renee Fast's Orion Advisor Services Experience September 2015 - Present
Job Senior Service Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services September 2015 - Present
Orion Advisor Services July 2013 - September 2015
Orion Advisor Services February 2012 - July 2013
Electrical Workers #22 Federal Credit Union March 2008 - February 2012
Dillards July 2005 - March 2008
Oklahoma Wesleyan University July 1998 - July 2005
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Relations, Team Building, Sales, Leadership, Account Management, Ninja Skills, Task Analysis, Marketing, Financial Analysis, Banking, Microsoft Excel
Education
Oklahoma Wesleyan University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Orion Advisor Services September 2015 - Present
Orion Advisor Services July 2013 - September 2015
Orion Advisor Services February 2012 - July 2013
Electrical Workers #22 Federal Credit Union March 2008 - February 2012
Dillards July 2005 - March 2008
Oklahoma Wesleyan University July 1998 - July 2005
Skills
PowerPoint, Word, Excel, Microsoft Office, Customer Relations, Team Building, Sales, Leadership, Account Management, Ninja Skills, Task Analysis, Marketing, Financial Analysis, Banking, Microsoft Excel
Education
Oklahoma Wesleyan University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Steve Van Voorst's Orion Advisor Services Experience May 2004 - Present
Job Sr. Technology Specialist at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services May 2004 - Present
Commercial Federal Bank December 2000 - May 2004
Education
Grace University 1994 — 1999
BS, Humanities - Emphasis Business and Aviation
Orion Advisor Services May 2004 - Present
Commercial Federal Bank December 2000 - May 2004
Education
Grace University 1994 — 1999
BS, Humanities - Emphasis Business and Aviation
Curtis Deinert's Orion Advisor Services Experience March 2014 - Present
Job Institutional Service Group Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services March 2014 - Present
Orion Advisor Services January 2013 - March 2014
TD Ameritrade May 2007 - December 2012
Skills
Financial Services, Investments, Securities, Portfolio Management, Customer Service, Series 7, Management, Wealth Management, Finance, Salesforce.com, Financial Analysis, Mutual Funds
Education
The University of South Dakota 2003 — 2007
B.B.A, Finance
Orion Advisor Services March 2014 - Present
Orion Advisor Services January 2013 - March 2014
TD Ameritrade May 2007 - December 2012
Skills
Financial Services, Investments, Securities, Portfolio Management, Customer Service, Series 7, Management, Wealth Management, Finance, Salesforce.com, Financial Analysis, Mutual Funds
Education
The University of South Dakota 2003 — 2007
B.B.A, Finance
Daniel McAleer's Orion Advisor Services Experience 2007 - Present
Job Brokerage Operations Professional
Industry Financial Services
Experience
Orion Advisor Services 2007 - Present
Cox Communications 2006 - 2007
TD Ameritrade 1998 - 2006
Harmon Hall 1997 - 1998
Education
University of Nebraska at Omaha 1993 — 1997
BA, International Management and Business Leadership
Orion Advisor Services 2007 - Present
Cox Communications 2006 - 2007
TD Ameritrade 1998 - 2006
Harmon Hall 1997 - 1998
Education
University of Nebraska at Omaha 1993 — 1997
BA, International Management and Business Leadership
Ben McKenzie's Orion Advisor Services Experience July 2003 - Present
Job Director Institutional Services at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services July 2003 - Present
Skills
Securities, Project Management, Portfolio Management, Business Analysis, Salesforce.com, Trading, Investments
Education
University of Nebraska-Lincoln 1996 — 1999
Orion Advisor Services July 2003 - Present
Skills
Securities, Project Management, Portfolio Management, Business Analysis, Salesforce.com, Trading, Investments
Education
University of Nebraska-Lincoln 1996 — 1999
Derek Vanosdall's Orion Advisor Services Experience July 2008 - Present
Job Sr. Data Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services July 2008 - Present
Information Technology Inc. February 2006 - May 2008
Hoich Irrigation May 2001 - August 2005
Education
University of Nebraska-Lincoln 2000 — 2005
BS, Economics
Millard North High School
Orion Advisor Services July 2008 - Present
Information Technology Inc. February 2006 - May 2008
Hoich Irrigation May 2001 - August 2005
Education
University of Nebraska-Lincoln 2000 — 2005
BS, Economics
Millard North High School
Aaron Albert's Orion Advisor Services Experience October 2007 - Present
Job Accounting Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services October 2007 - Present
The Home Depot July 2003 - October 2007
Skills
Bookkeeping, Financial Analysis, Microsoft Office, Excel, Account Reconciliation, Accounting, Finance, Financial Reporting, Access, Budgets, Credit, Process Improvement, Customer Service, Investments, Marketing
Education
University of Nebraska-Lincoln 2009 — 2011
Master of Business Administration, Strategic Management
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science, Business Administration
Orion Advisor Services October 2007 - Present
The Home Depot July 2003 - October 2007
Skills
Bookkeeping, Financial Analysis, Microsoft Office, Excel, Account Reconciliation, Accounting, Finance, Financial Reporting, Access, Budgets, Credit, Process Improvement, Customer Service, Investments, Marketing
Education
University of Nebraska-Lincoln 2009 — 2011
Master of Business Administration, Strategic Management
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science, Business Administration
Justin Kullman's Orion Advisor Services Experience April 2010 - August 2012
Job VP of Trust Services at Constellation Trust Company
Industry Financial Services
Experience
Constellation Trust Company August 2012 - Present
Orion Advisor Services April 2010 - August 2012
Constellation Trust Company June 2005 - April 2010
QA3 Financial January 2001 - June 2005
Skills
Series 7, Series 24, Series 53, Series 66, Tax Reporting, Retirement Planning
Education
University of Nebraska at Omaha 1997 — 2001
Bachelor's degree, Management of Information Systems
Millard North 1994 — 1997
Constellation Trust Company August 2012 - Present
Orion Advisor Services April 2010 - August 2012
Constellation Trust Company June 2005 - April 2010
QA3 Financial January 2001 - June 2005
Skills
Series 7, Series 24, Series 53, Series 66, Tax Reporting, Retirement Planning
Education
University of Nebraska at Omaha 1997 — 2001
Bachelor's degree, Management of Information Systems
Millard North 1994 — 1997
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY