Zach Lindgren

Sr Platform Integration Specialist @Wealth Enhancement

Kansas City, MO, US

EMAILS

z••••••••@wealthenhancement.com

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Aug 2024 — Present

Sr Platform Integration Specialist @Wealth Enhancement

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Work across the organization to maximize use of our key vendor system, Orion Advisor Technology. Roll-out prioritized functionality to advisor teams based on their needs to help them grow and be more efficient.

EDUCATION

2004 — 2008

Grace University

Bachelor of Business Administration (BBA), Business Administration and Management, General

SKILLS

FinanceBusiness DevelopmentInvestmentsInteractive Advisory SoftwareTrainingMicrosoft ExcelMicrosoft OfficeFinancial ReportingAlbridgeReporting & AnalysisPortfolio ManagementOrionSalesforceFinancial ServicesBusiness Process ImprovementManagement

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ABOUT ZACH LINDGREN

twitter.com/lindgren_zach

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