Bethany Thornton Email & Phone Number

Omaha, Nebraska, United States

Provide the highest levels of customer service and create meaningful relationships as the single point of contact for high revenue firms. Pilot the Advantage Elite Reporting Technical Advocate role by equipping advisors with personalized training, proposing optimizations, and encouraging the use of best practices to improve the advisor experience while acting as primary handler of reporting cases and live engagements. Demonstrate product functionality and develop advisor proficiency by way of tailored training programs for Certified Financial Planners, wealth managers, operations teams, and compliance officers. Advocate on behalf of clients for enhanced user interface, new development, and overall software improvement. Utilize reporting expertise to train and assist colleagues across Advantage teams during designated weekly office hours and as needed. Pursue self-guided study in product and development, data analytics, and general finance concepts with the goal of consistent professional development.

Omaha, Nebraska, United States

Provided support and training to financial professionals in the adoption and use of Orion Connect and their client facing reports. Instructed advisors on reporting best practices and provided optimal suggestions based on firm needs. Collaborated with both tenured colleagues and new hires to troubleshoot issues, resolve problems, and optimize workflow. Identified and researched software defects to provide insight to product and development teams to resolve issues and improve user experience. Managed personal caseload efficiently, as well as aided colleagues in managing theirs and assisted in reducing the team case queue.

Greater Omaha Area

Maintained and managed cultivated gardening spaces, turf, and natural areas. Interacted with and educated the public on today's best gardening and conservation practices.

Honey Creek, Iowa

Monitored migratory raptors at Hitchcock Nature Center during the Fall migration (Sept - Dec). Completed various reports and analyses of migration data. Served as a representative of the Hitchcock Hawkwatch at the 2018 Hawk Migration Association of North America conference.

Farmington, Mo

Monitored the nesting, productivity, and survivorship of ground-foraging birds.

Joplin, Missouri Area

Monitored grassland bird obligates in Missouri through banding, transect surveys, and nest searching.

Billings, Montana Area

Conducted point count surveys of breeding land birds and vegetation surveys throughout Eastern Montana using Integrated Monitoring in Bird Conservation Regions (IMBCR) protocol.

Osborn, Mo

Managed habitat through invasive species removal, chemical application, native community reconstruction, prescribed burning, and edge feathering. Performed conservation area maintenance and served the community through public use projects.

Mound City, Missouri

Participated in an ongoing prairie restoration project. Collected, processed, and broadcast native ecotypic seed on select sites. Managed volunteers and collaborated with other wildlife professionals to complete the restoration within the allotted time frame.

Saint Joseph, Missouri

Prepared handcrafted coffee and tea beverages while creating a comfortable environment for customers. Worked accurately and efficiently in a fast-paced workplace while maintaining a professional and friendly demeanor in the most challenging circumstances.

Saint Joseph, Missouri

Connected customers to the best wireless devices to fit their needs. Educated customers on use and maintenance of their new devices. Provided the best customer service in the industry.

Maryville, Missouri

Ensured a safe, secure, and enjoyable living environment while also providing educational programs, entertainment events, and mediation sessions for the benefit of university residents.

St. Joseph, Missouri Area

Provided administrative support to sales associates including but not limited to filing, answering phone calls, compiling information on clients and products, submitting bills of lading, vehicle titling, and digitizing records.

Bachelor Of Science (Bs), Wildlife Conservation

Activities and Societies: MWSU Student Chapter of The Wildlife SocietyAt Missouri Western State University I studied Wildlife Conservation.

Bachelor Of Science (Bs), Business Management

Activities and Societies: Delta Mu Delta, Junior AchievementAt Northwest Missouri State University I pursued and obtained degrees.