Manuel Orozco Email & Phone Number

Orange County, California Area

Orange County, California Area

Orange County, California Area

Led integration of reengineered voice and processing channels. Implementation required existence of dual platforms before conversion to new operational process. Seamless transition without disruption to 20+ million accounts. Consistently communicated best practices in fostering the firm’s culture, values and client service approach. Demonstrated servant leadership and collaborative communication environments. Mentored division leaders on associate development plans through Success Factors platform, TRACOM Social Styles defined to assist managers in leadership relationships.

Managed 10 initiatives concurrently in shared service operation. Led a project team responsible for testing and quality assurance of software implementation prior to production. Enacted enterprise wide software integration with responsibility of project management, executive reporting, budgeting, and training coordination.

Orange County, California Area

Oversight in determining staffing alignments between client facing associates and managers. Relationships defined by performance, manager experience, associate expertise, social intelligence, and team dynamics. Cross organizational leadership: Partnered with client facing divisions to implement shared work practices for distribution of time sensitive financial sources. Oversee talent development, associate growth and promotion, operational success and client service delivery.

Greater Los Angeles Area

Experienced in Visio process mapping analysis for end to end procedure documentation. Operational risk assessment conducted internally. Risk mitigation recommendations provided to C-Suite executives. Internal controls implemented as direct result, reducing reputational risk. Implemented enterprise wide controls to mitigate fraud.

Orange County, California Area

Oversaw Fulfillment Center supply chain management of end–to–end sales delivery for Advisory community. Responsible for vendor relationships and contracting for supplier, couriers, equipment and other contractors. Led a team of 40 professionals, managing a budget of $2 million dollars. Responsible for production of financial statements, exceeding compliance standards of SEC and FINRA regulators.