Carmen Orr Email & Phone Number

Boise, ID, US

Minneapolis, MN, US

At Think2Perform, I partner with leaders and businesses to drive operational excellence, develop high-performing teams, and foster ethical decision-making. Through fractional COO services and executive coaching, I leverage Think2Perform’s powerful tools—like the Ethical Decision-Making Framework and behavioral insights—to help clients optimize processes.

As a Fractional COO at COOAlly, LLC, I am driven by a mission to empower CEOs and founders of start-ups and growing financial advisory teams by streamlining their operations and supercharging their growth trajectories. At COOAlly, we specialize in bridging operational gaps that hinder business potential, enabling our clients to focus on strategic growth.

Minneapolis, MN, US

As an operational visionary, I exceled in optimizing both advisor and client journeys. My forte lies in pinpointing and navigating operational challenges, rolling out both procedural and tech-driven solutions. In an implementations consulting capacity, I managed and led resolution of a vast portfolio of practice barriers, championing the advancement of.

Hartford, Connecticut, US

As a member of the executive team at this VC-funded fintech enterprise, I wore many hats, but focused on elevating operational and customer success standards to align with client expectations. My initiatives centered around the development and rollout of continuous improvement strategies, shortening cycle times, and leveraging technologies to refine.

Minneapolis, MN, US

In partnership with the Managing Partner, I led a regional financial services operation covering Idaho, Washington, and Oregon. Our dynamic team included approximately 50 financial advisors, their dedicated support teams, and numerous corporate contributors. My leadership compass navigated staff performance, practice analytics, regional fiscal stewardship.

Led a team of approximately 50 professionals, overseeing cash flow operations (money in/money out) with a significant monthly throughput of $500mm.🌟 Achievements:✓ Achieved a 25% reduction in employee turnover by introducing mentorship initiatives and amplifying workforce engagement.✓ Enhanced operational efficacy by strategizing and instituting.

Led life & disability operations, specifically underwriting and claims management for a high-profile client. Innovated by redesigning state-specific applications and refining underwriting tactics, ensuring an enhanced applicant journey and precise health disclosures. Instituted a rules-driven operational system, bolstering task efficiency, order.

OO

As a Senior BPO Operations Manager at RMS (iQor), I led the operations for major accounts, managing the collection of millions in monthly accounts receivable balances. My role centered around overseeing a diverse team of 80 professionals, where I was responsible for the seamless administration of five top-tier accounts, including well-known names like CDW.