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Meghan Castinado

Meghan Castinado

New Business Development Executive

Followers of Meghan Castinado1000 followers
location of Meghan CastinadoOmaha, Nebraska, United States

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  • Timeline

  • About me

    Manager, OCIO Internal Sales at Orion Advisor Tech

  • Education

    • University of Nebraska-Lincoln

      2006 - 2010
      Bachelor of Science in Business Administration Marketing

      Activities and Societies: American Marketing Association, Pi Beta Phi

  • Experience

    • Abstract Union

      Mar 2008 - Sept 2010
      New Business Development Executive

      Abstract Union is a boutique marketing agency.>Initiated contact with client prospects through several channels, including social media and guerrilla sales tactics.>Performed new business research and gathered information to create competitive analysis and reports.

    • AmeriCorps

      Aug 2010 - Aug 2011
      Program Coordinator

      AmeriCorps is a voluntary civil society program designed to support local non-profit organizations. >Coordinated two year-round English literacy programs through recruitment and management of volunteers. >Doubled the financial support for the agency's fundraisers by developing advertisement campaigns to increase public awareness of agency’s mission and programs.

    • CLS Investments, LLC

      Aug 2012 - Dec 2018

      • Team Lead, Platform Sales Consultant

        Oct 2017 - Dec 2018

      • Hybrid Mutual Fund Wholesaler

        Sept 2016 - Oct 2017

      • Advisor Development Advocate

        Dec 2015 - Sept 2016

      • Internal Wholesaler

        Aug 2013 - Dec 2015

      • New Business Specialist

        Aug 2012 - Aug 2013

    • Orion

      Jan 2019 - now

      • Manager, OCIO Internal Sales

        Oct 2023 - now

      • Team Lead, Internal Business Development

        Jul 2023 - Oct 2023

      • Senior Business Development

        Dec 2019 - Jul 2023

      • Regional Business Development

        Jan 2019 - Dec 2019

  • Licenses & Certifications

    • Series 65

      Financial Industry Regulatory Authority (FINRA)

  • Volunteer Experience

    • Mentor

      Issued by TeamMates Mentoring Program on Apr 2015
      TeamMates Mentoring ProgramAssociated with Meghan Castinado

    • Volunteer

      Issued by Word Made Flesh on Jun 2015
      Word Made FleshAssociated with Meghan Castinado

    • Volunteer

      Issued by Helping Hands - Athens, Greece on Sept 2016
      Helping Hands - Athens, GreeceAssociated with Meghan Castinado

    • Volunteer

      Issued by Alliance Relief Refugee Care Center - Athens, Greece on Sept 2016
      Alliance Relief Refugee Care Center - Athens, GreeceAssociated with Meghan Castinado

    • Volunteer

      Issued by Open Door Mission on Jan 2017
      Open Door MissionAssociated with Meghan Castinado

    • Volunteer

      Issued by Lifegate Church Omaha on Jan 2013
      Lifegate Church OmahaAssociated with Meghan Castinado

    • Volunteer Tax Preparer

      Issued by Volunteer Income Tax Assistance (VITA) on Jan 2011
      Volunteer Income Tax Assistance (VITA)Associated with Meghan Castinado