Lori Beaune

Lori Beaune

Integrations Product Owner
Omaha, Nebraska, United States

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Work Experience

Orion Advisor Tech

Product Owner- API, Integrations

2020-04-01 - Present

Lincoln Financial Group

Client Services Senior Representative

2011-05-01 - 2015-08-01

Tri-Valley DentalFremontNE

Dental Assistant

2006-06-01 - 2011-05-01

Skills

performance reporting trading rebalancing tax lot accounting advisory fee billing portfolio management system mobile apps crm integration financial planning integration new account opening

Languages

No Languages Available