Devan Meyer
La Vista,NE
Summary
Subject Matter Expert and trusted advisor skilled in research, analysis and examination of company technology and standard operating procedures. Interface and collaborate with clients and internal team members, providing consultative enhancement recommendations based on industry research. Improve existing processes, procedures, technical enhancements, resource requirements and stakeholder engagement procedures to align with strategic goals.
Overview
13
13
years of professional experience
Work History
SME Cost Basis - Team Lead
Orion Tech
05.2022 - Current
- Leading a team to provide support for daily inquiries and facilitate the implementation of new procedures, training new employees on job responsibilities while emphasizing adherence to company protocols
- Engaging in regular communication with various brokers, including Schwab and Fidelity, to maintain high standards of data accuracy
- Facilitating the onboarding and training of financial advisors on the effective use of the Orion platform for managing client accounts
- Collaborating with other team leaders to enhance the overall client experience and partnering with developers to stay abreast of technological advancements in the industry
- Addressing the needs of high-priority advisors to ensure their requests are promptly met, thereby optimizing their Orion platform experience.
SME Cost Basis - Senior Accounting Analyst
Orion Tech
02.2020 - 05.2022
- Conducting thorough reviews and reconciliations of a large volume of client accounts to ensure accuracy and completeness of data
- Collaborating with financial advisors through phone consultations or case submissions to address inquiries regarding their accounts or the Orion system
- Obtaining and integrating cost basis files from custodians like Schwab, Fidelity, and Pershing to ensure successful data integration within the Orion system
- Proactively identifying and implementing innovative strategies to enhance daily operational processes and reconciliation procedures for increased efficiency in our work.
SME Data Reconciliation – Senior Data Recon Specialist
Orion Tech
05.2019 - 02.2020
- Collaborating with advisors who may be dissatisfied in addressing client inquiries, problems, or assignments through phone, chat, and case management
- Coordinating with various departments to efficiently resolve advisors' inquiries
- Utilizing client feedback and suggestions to enhance software functionality and tailor it to their specific requirements through project submissions and inquiries.
Certified High School Basketball Official
Nebraska State Athletic Association
11.2010 - Current
- Facilitate discussions with players and coaches to maintain order during games and prevent potential conflicts from escalating
- Provide direction to players and coaches on proper game conduct and ensure effective game management
- Cultivate relationships and collaborate with Athletic Directors and other officials to secure future game contracts.
Education
Bachelor of Science in Business Administration - Business Administration
University of Nebraska–Lincoln
12.2013
Skills
- Research and Development
- Training and mentoring
- Strong analytical skills
- Strategic Thinking
- Problem-Solving
- Data Analysis
- Effective Communication
- Financial Management
Timeline
SME Cost Basis - Team Lead
Orion Tech
05.2022 - Current
SME Cost Basis - Senior Accounting Analyst
Orion Tech
02.2020 - 05.2022
SME Data Reconciliation – Senior Data Recon Specialist
Orion Tech
05.2019 - 02.2020
Certified High School Basketball Official
Nebraska State Athletic Association
11.2010 - Current
Bachelor of Science in Business Administration - Business Administration
University of Nebraska–Lincoln
Similar Profiles
KIRAN PRASAD BALARAMANKIRAN PRASAD BALARAMAN
Project Management Intern at Orion Tech Spirits Private LimitedProject Management Intern at Orion Tech Spirits Private Limited
Amr SalamehAmr Salameh
Sales Manager at Orion Farm TechSales Manager at Orion Farm Tech
Austin FerryAustin Ferry
Supervisor/Closer at Orion Market/Orion IGASupervisor/Closer at Orion Market/Orion IGA