Orion Advisor Tech
Jeremy Nakano is an experienced training and customer support professional with a robust background in managing teams and developing training programs. Currently serving as Senior Manager of Technical Training and Content at Orion since August 2022, Jeremy oversees a training department that provides comprehensive educational support through various channels. Prior to this role, Jeremy held several key positions at Redtail Technology, including Senior Internal Trainer and Subject Matter Expert, where responsibilities included onboarding new hires and enhancing client education on the platform. Additional experience includes managing escalations at Revel Systems and supervising multiple teams at Constant Contact, focusing on customer retention and performance development.
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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.