Haley joins the Investment Operations team, bringing a robust background focused on enhancing client experience through precise reporting, performance analysis, and streamlined operational support. Before joining our firm, Haley built a strong foundation at Orion, where she developed a comprehensive understanding of complex operational dynamics. Haley is recognized for her dedication to accuracy and precision, her analytical approach to problem-solving, and her proven ability to drive successful outcomes through collaborative engagement. Ultimately, her primary focus is on ensuring seamless and precise operational delivery for our clients.

Education
  • BBA, Midland University,
Experience
  • 2024-2025, SME: Reporting, Orion Wealth Technology Solutions
  • 2021-2024, Senior Compliance Specialist, Fusion Medical Staffing