Gabrielle Seymour
Alpine,UT
Overview
2
2
years of professional experience
Work History
Operations Specialist, Strategy Team
Orion Innovation
05.2022 - Current
- Collected, arranged, and input information into database system.
- Motivated and trained employees to maximize team productivity.
- Developed and updated tracking spreadsheets using Excel.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Talk and work with financial advisors and help them as much as possible.
- Help process 50+ accounts daily
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Evaluated portfolio performance and risk exposure to support client investment success.
- Developed rebalancing strategies to minimize risk exposures.
- Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Evaluated performance of existing investments and adjusted accordingly.
Education
MBA - Business Management
Utah Valley University
Orem, UT05.2025
Skills
- Project Management
- Human Relations
- Process Planning
- Working with people
- Planning and Coordination
Additional Information
I served an 18 month mission for my Church in Louisiana Baton Rouge. I learned a lot about the south and the different culture. It was the hardest most challenging 18 months of my life, but with that being said I would not change a thing about it. I learned the importance of discipline, hard work, and how you react to challenging and disappointing situations.
Timeline
Operations Specialist, Strategy Team
Orion Innovation
05.2022 - Current
MBA - Business Management
Utah Valley University
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