SAMUEL ALLEN
Minnetonka,MN
Overview
3
3
years of professional experience
1
1
Certification
Work History
Operations & Billing Specialist
AdvisorNet Financial
08.2022 - 08.2023
- Oversee and conduct the client fee billing process for investment management and financial planning through the RIA platform and affiliated advisors
- Interact daily with advisors and support staff, address and troubleshoot requests and answer inquiries
- Interact with custodians and technology partners as well as oversee applications responsible for calculating payouts
Operations & Billing Coordinator
AdvisorNet Financial
08.2023 - 02.2025
- Ensure prompt and accurate payout of advisors on a weekly and quarterly basis.
- Support advisor transition process including firm affiliation, custodial and platform integrations, as well as technology and operational migrations.
- Established clear communication channels between departments to promote seamless coordination in all aspects of the billing process.
Operations Manager
AdvisorNet Financial
02.2025 - Current
- Manage business processing and operational workflows for RIA and Broker dealer business
- Manage and coordinate department project integrations and initiatives
- Provide training and tutorial walkthroughs to advisors on applicable platforms used by the RIA
Education
MBA - Business Administration
Upper Iowa University
Fayette05-2022
Skills
- Problem-solving
- Proficient in Microsoft Office
- Customer service
- Planning and implementation
- Project management abilities
Certification
SIE
Series 7 Top-off
Series 66
Timeline
Operations Manager
AdvisorNet Financial
02.2025 - Current
Operations & Billing Coordinator
AdvisorNet Financial
08.2023 - 02.2025
Operations & Billing Specialist
AdvisorNet Financial
08.2022 - 08.2023
MBA - Business Administration
Upper Iowa University