Orion Advisor Tech
Erin N. is an experienced M&A Project Manager at Orion since March 2021, specializing in data management for historical transactions and client engagement to meet financial goals. Previously, Erin served as a Senior Onboarding Project Manager, overseeing client onboarding processes and collaborating with subject matter experts. With a background in financial data analysis and administrative support across various organizations, Erin's expertise includes project planning, risk mitigation, and client relations. Erin holds a Bachelor of Arts in International Studies from the University of Nebraska-Lincoln and completed a certificate program in Mandarin at East China Normal University.
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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.