Orion Advisor Tech

1 follower

‌

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

Board Member

Eric Clarke

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Betsy Jazynka

Chief Marketing Officer

Julie Lane

Chief Human Resources Officer

Kylee Beach

General Counsel

Kurt Brown

President, OCIO

Brian McLaughlin

President, Orion Advisor Tech

Mustapha Baassiri

Chief Technology Officer

Jeff Goeser

Executive Vice President Of Finance

Jason Roslawski

Vp, Accounting Operations

Andrew Goins

Senior Portfolio Manager

Libin Jacob

Senior Portfolio Manager

Teams

Leadership Team

2 members

+10

Finance and Accounting

13 members

+11

Product Development and Management

14 members

Marketing and Sales Operations

12 members

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