Ande Jorgenson

About Ande Jorgenson

An agile and strategic thinker, I bring over 10 years of extensive experience in planning and implementing different approaches in improving processes and workflows that create tangible results. I have acquired a broad range of experience across operations, project management, product planning, and performance improvement. Combining my background in managing and operating my own business with my tech experience, it provided me the opportunity to identify gaps and define optimal solutions that solve business problems. By engaging multiple stakeholders across all levels, I turn data into information and knowledge that inform business strategies that make an impact on operations. In my current role at Orion Advisor Tech, a leading fintech company that specializes in technology and wealth management, I mainly focus on data reconciliation. Collaborating with different stakeholders, I have led multiple automation projects that have saved over working hours. Prior to joining Orion Advisor Tech, I served as the Director of Operations at a local removal and hauling business. In this capacity, I oversaw the logistics department, service team, and operator teams. With the wealth of experience, I’ve accumulated over the years, I have developed a thorough understanding of factors and conditions that impact processes and products. I leverage my skills and in-depth knowledge in data analytics to identify critical issues and address gaps in processes. My passion lies in working with diverse, dynamic teams to reach common goals and drive business value for the organization.A skilled communicator, I have a strong track record of facilitating communications and resolution of risks across varying levels of stakeholders, both internal and external; working collaboratively with cross-functional teams to develop and improve products and services. Playing an integral role, I look forward to improving processes, innovating solutions, and adapting to new times to help organizations overcome the toughest challenges. I’m always keen to connect with like-minded people. If you have any questions, feel free to reach out.

Experience

1. Director of Investment Reporting

   Sanctuary Wealth

   Apr 2023 — Present

Education

• Kansas State University

  Bachelor of Science (B.S.), Social Sciences

  2007 — 2011

• Kansas State University

  Bachelor of Science (B.S.), Marketing

  2007 — 2011

Skills

• Digital Marketing
• Operations Management
• Budgets
• Social Media
• Event Planning
• Merchandising
• Purchasing
• Inventory Management
• Customer Service
• Inventory Control
• Management
• Team Building
• Sales
• Retail
• Small Business