Brian Orme Email & Phone Number

Westlake, Texas, US

Santa Clara, California, US

Edelman Financial Engines is the largest independent registered investment advisor in America. They currently serve over 900,000 individuals with over $1 trillion in 401K assets. The company uses a combination of on-line advice, portfolio management and financial planning to reach investors in all segments of their life. Trusted by American’s most.

Omaha, NE, US

• As a Program manager, my responsibilities include the alignment, management, optimization, planning and tracking of any assigned project(s). I provide the overarching supervision of a project or multiple projects to.
• Designing the overarching program infrastructure while creating processes and procedures to accomplish business objectives - which include the measurement of success and deliverables
• Ensuring alignment of the program's top-down vision, goals and objectives from a business strategy perspective
• Providing a checks and balances process for compliance with standards and vision alignment. I will systematically review deliverables for accountability and successful management of project and stakeholders.

Omaha, NE, US

Manager of an inbound Service-to-sales team consisting of 10 - 15 Series 7/66 licensed associates responsible for:* Overseeing daily departmental activities* Professional development and growth of team members through goal setting, and creating action plans for career planning and progression.* Communicating Associate performance feedback through 1-on-1.

Omaha, NE, US

Senior Leader responsible for developing Learning activities which follow the ADDIE instructional design process, including: * Completing a needs or audience analysis, diagnosing learning and performance issues, defining goals as measurable business metrics, writing performance objectives, planning the instructional strategy, choosing effective delivery.

Omaha, NE, US

* Designed Management & Leadership training modules created to meet strategic L&D needs and architecture.* Performed Needs Analysis on new and existing training initiatives. * Led effective Analysis, Design, Development, Implementation and Evaluation of Training for variety of Management & Leadership levels.* Strategic consulting to various.

Omaha, NE, US

* Responsible for the delivery of firm's Coaching & Development philosophy to variety of Management and Leadership levels.* Comprehensive development of training initiatives geared towards a "Service-toSales" culture.* Provided collaborative instruction and guidance to various business partners on existing and new strategies for individual.

Omaha, NE, US

* Created the new position of Client Development within the firm's Sales organization* Responsible for growing the business through outbound sales campaigns while offering solutions to help clients meet their financial objectives. * Responsible for development of sales professionals designed to meet the firm's strategic sales goals* Demonstrated the.

Omaha, NE, US

Manager of an inbound Service team consisting of 10 - 15 Series 7 licensed associates responsible for:* Overseeing daily departmental activities* Professional development and growth of team members through goal setting, and creating action plans for career planning and progression.* Communicating Associate performance feedback through 1-on-1 coaching and.

Omaha, Nebraska, US

Miami, FL, US

* Managed first-line supervisors responsible for managing the day-to-day operations of a team of representatives handling customer inquiries and issues. * Ensured client and corporate service, quality and contribution goals are met. * Ensured that financial, metric and associate satisfaction goals were met while providing leadership and management to.

Business Administration

Business Administration