Orion Advisor Services, LLCImplementation Manager
Oct. 2007 - Apr. 2013Omaha, NEOversaw all new relationships from the latter stages of the business development process through the transition of services onto the Orion platform. Led an incredible team of Project & Relationship Managers and Accounting Analysts to properly transition Registered Investment Advisors, Broker Dealers, and Third Party Asset Managers onto software and service platform for fee billing, performance and tax reporting, market analysis, client access, new account processing, mobile app deployment and trading. Successfully led 250+ new customer implementations/transitions accounting for 80B in assets under administration.