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Orion Advisor Tech

325 people · 0 jobs
‌

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.

Industries

Finance

Headquarters

Omaha, United States

Employees

1,001-5,000

Links

Org chart

Eric Clarke
Advisory Council Member
Collapse
MW
Michael W.
Executive Vice President Of IT & Devops
MA
Mark Audrain
Chief Compliance Officer, Ria/bd
Sean Hollingshead
Vp, Managed Accounts
JR
Jason Roslawski
Vp, Accounting Operations
TH
Timothy Holland
Chief Investment Officer
DL
Drew Lewald
VP Of Data Management
LW
Luke Wentz
VP Systems Engineering And Administration
Nichole Nobbman
VP Of Business Intelligence
Rob Patrick
Manager, Cloud Engineering And SRE
Tom W McCarthy
EVP Wealth Management Sales
Louis Giannini
Senior Director Of Product Management
Michael Stern
SVP Strategic Product Development

Board & advisors

Jonathan R. Baum
Executive Chair
Noreen D. Beaman
Vice Chair
M. Roy Burns
Board Member
Todd Crockett
Board Member
Lori Hardwick
Member, Board Of Directors
Tony Salewski
Board Member
Sid Ramakrishnan
Board Member
Charles Goldman
Executive Chair

Teams

Leadership Team

2 people · 0 jobs

+7

Finance and Accounting

11 people · 0 jobs

AM
+7

Product Development and Management

11 people · 0 jobs

+8

Marketing and Sales Operations

12 people · 0 jobs

Offices

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