Brad Gruwell is an accomplished Accounting Analyst and Team Lead at Orion Advisor Services since November 2015, specializing in resolving discrepancies for financial advisers, overseeing team operations, and implementing new clients. Prior experience includes serving as a Bank Client Service Representative at Modern Banking Systems, where responsibilities encompassed software implementations and troubleshooting, as well as an Accounting Intern at HDR, focusing on valuations and financial statement analysis. Gruwell's career began with internships at Metropolitan Utilities District and HDR, providing foundational experience in financial operations. Gruwell holds a Bachelor's Degree in Finance with a focus on CFA Investments from the University of Nebraska-Lincoln.
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