PlanMember
Omar Ali serves as the Business Analyst Manager at PlanMember Financial Corporation, where contributions to significant projects earned recognition awards for two consecutive years. With a robust history in operations analysis, Omar has successfully managed multiple projects ahead of schedule, automated processes to enhance efficiency, and improved error rates significantly. Additionally, Omar has undergone targeted leadership development training and oversees a team of analysts. Previous roles at PlanMember include Operations Specialist and Reconciliation Specialist, where responsibilities encompassed transaction processing and compliance auditing. An MBA graduate from Pepperdine Graziadio Business School, Omar also gained experience as an MBA Summer Intern at transmodus, and began a career in construction management with a Bachelor of Arts in Business Economics from the University of California, Riverside.
PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.