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 successful companies – IBM, AT&T, Boeing, Home Depot and over 160 of the Fortune 500 companies

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 achieve a corporate vision and perform liaison activities with upper management and key stakeholders. My specific duties involve:• 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 coaching and feedback sessions, completing performance appraisals, identifying and making available additional training and support based upon individual team member development needs and goals.* Motivating and inspiring team members, both on an individual and team level, with regards to achievement of corporate, business unit and personal goals.

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 methods, creating design documents and participant guides. * Curriculum Implementation and Project Management - Manage development resources to track and report on the quality, scope, schedule and budget. Develop project plans, schedules and communication plans. Build relationships with internal customers and key stakeholders to ensure associates needs for the key curriculum areas are met to satisfaction. * Program Evaluation and Reporting: Gather data to answer specific questions regarding the value or impact of the solutions. Leverage findings to increase effectiveness and provide recommendations for change. Tie evaluation to core program measures. Provide reporting for mandatory training with accuracy and simplicity to all key stakeholders.* Communication & Building Strategic Relationships - Develop and deploy effective communication strategies, present with impact, adjust message content and delivery, invite dialogue and demonstrate active listening. This role requires mastery of multiple communication methods, including the ability to communicate with Executive Leadership. Develop collaborative relationships with business partners to facilitate the accomplishment of work goals. Meet regularly with internal customers and partners to proactively address their needs.

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 business partners, including Gap Analysis & Service-to-Sales strategy development.

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 and associate development.* Facilitated peer level and Senior Level learning sessions, designed to promote the department’s philosophy of “Learn, Do, Teach and Coach.”

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 ability to select, train, and retain self-motivated, sales associates using external candidates.

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 feedback sessions, completing performance appraisals, identifying and making available additional training and support based upon individual team member development needs and goals.* Motivating and inspiring team members, both on an individual and team level, with regards to achievement of corporate, business unit and personal goals.* Ability to make sound business decisions and enforce company policies in accordance with applicable regulations and procedures.* Assisting team members in maintaining understanding of policies and procedures, and related updates and revisions.*Ensuring team members are familiar with and have a working knowledge of current performance metrics expectations. * Providing input and recommendations for process improvement relative to current policy and procedures.* Role modeling TD Ameritrade's Core Values and the Six Leadership Traits; Makes an Impact, Displays Excellent Judgment, Builds Effective Teams, Shows Managerial Courage, Motivates and Develops Others & Inspires the Will to Win.* Participating in other critical company functional areas as required. * Collecting, tracking and analyzing individual/departmental performance data for the purpose of improving operational efficiency.

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 associates.

Business Administration

Business Administration