KM

Ketrell M.

Client Success Consultant – Fintech at Orion Advisor Tech

Ketrell M. is a seasoned professional in client success and treasury solutions, currently serving as a Client Success Consultant for FinTech at Orion since January 2022. This role involves managing enterprise client relationships through advisor sessions and strategic deep dives, leading to enhanced client engagement and a redesigned survey process. Prior experience includes a tenure at Bank of America as a Treasury Solutions Consultant, where Ketrell managed a significant portfolio of 300 corporate accounts and advanced from a Digital Advisor role, demonstrating exceptional leadership and client management skills. Additionally, roles at ON24, Apple, the Big Ten Conference, NCAA, and the Charlotte Bobcats contributed to a well-rounded background in customer engagement and media relations. Ketrell holds a Bachelor's Degree in Communications with a focus in Mass Media from the University of North Carolina at Charlotte.

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Orion Advisor Tech

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A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.


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1,001-5,000

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