Miranda Merriman

Miranda is a Senior Associate on the Orion Billing team in the Fort Worth office. She plays a key role in supporting the transition of new firms to Orion. Her responsibilities include comparing data sets for incoming firms, reconciling previous billing practices with the Orion system, and ensuring timely fee debits for both new and existing clients. Additionally, she manages client billing profiles, ensuring they reflect the most current fee structures based on agreements, and handle account cancellations as needed. What Miranda enjoys most is streamlining billing processes and troubleshooting data discrepancies to ensure accuracy and efficiency.

Before joining Cerity Partners, Miranda worked across various roles within both Registered Investment Advisors (RIAs) and the Custodian space. Her experience includes back-office processing, middle office support, front desk reception, as well as cash management, ACAT transfers, and setting up new accounts at the custodian level.