Patrick Orsborn
Senior Data & Analytics Specialist at Cetera Financial Group | Business Intelligence Specialist | Data & Analytics
- Role
- Senior Data & Analytics Specialist at Cetera Financial Group
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Patrick Orsborn
As a Senior Data & Analytics Specialist at Cetera Financial Group, I excel in transforming raw data into actionable insights that drive business success. With a solid foundation in operations and service, I leverage my technical skills to craft compelling data stories that support team initiatives and elevate performance. My ability to clearly communicate complex information ensures impactful results for our operations and growth teams, making me a crucial asset in optimizing business outcomes and advancing strategic initiatives.
Experience
Senior Data & Analytics Specialist
Jun 2024 — Present
With a continued emphasis on supporting operations, tax, and wealth management teams, I provide data-driven insights and strategic reporting that inform key business decisions.Data Governance & Standardization: Support enterprise data initiatives by establishing consistent performance measures, business definitions, and data structures for the Organizational Data Model.Analytics & Visualization: Analyze complex, multi-source datasets to uncover customer trends and deliver holistic business insights, supported by interactive Tableau dashboards that communicate performance and drive strategic decision-making.Cross-Functional Collaboration: Partner with stakeholders to provide timely ad hoc reporting, inform strategic initiatives, and evaluate business outcomes.
Education
McLennan Community College
Associate of Arts (A.A.), Criminal Justice
2008 — 2009
Collin College
General Studies
2006 — 2008
University of North Texas
Bachelor of Applied Arts and Science (BAAS), Public Affairs and Community Service
2014 — 2016
Skills
- Project Management
- Access
- Customer Service
- Software Documentation
- Management
- Team Building
- Troubleshooting
- Windows
- Customer Satisfaction
- Training
- Leadership
- Business Process Improvement
- Team Leadership
- Process Improvement
- Financial Planning
- Financial Services
- Microsoft Excel
- Microsoft Office
- Sales
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