Orion Advisor Services


The nation's largest privately held portfolio accounting service bureau for financial advisors

Information about Orion Advisor Services

Industry
financial services
Number of employees
201-500
Address
17605 Wright St, Omaha, Nebraska 68130, US


Company Categories

Brokerage, Performance Reporting, Finance, Trading/Rebalancing, Tax lot accounting, Advisory Fee Billing, Portfolio Management System, Mobile Apps, CRM integration, Financial Planning integration, New Account Opening,

Orion Advisor Services executive employees

ande jorgenson

Senior Manager

andrew hemminge

Team Lead Quality

jean hathhorn

Salesforce Solutions Analyst

connor eickhoff

Product Owner

sam williams

Senior Site Reliability

michelle marcuz

Senior Product Manager

phillip colling

Senior Business Development

michael gibler

Junior Quality Assurance

karin kingkade

Product Manager

michael hicks

Sr. Software Engineer

nate meister

Onboarding Intern

lesley graham

Senior Data Analyst

stanley fast

Product Owner

kyle kassing

Senior Financial Data

jesus murillo

Financial Data Analyst--Corporate

michael paz

Senior Financial Data

martha barragan

Manager Non-Brokerage Reconciliatio

nicholas mistre

Lead Software Engineer

pranit singh

Senior Trading Product

joshua cantwell

Customer Success Manager

monica ryu

Product Manager

kelsey fanders

Marketing Manager-Positivity

meghan castinad

Sales Business Development

shawn perry

Senior Manager Financial

kim gibson

Senior Service Project

solomon nelson

Senior Cloud Architect

rik weiss

Director IT PMO

brittney karste

Project Manager

charles henning

Account Manager

hani ghebrehiwe

Products and Prices

chris downey

Director Data Integrity

connor mcdonald

Business Development

christian peter

Senior Financial Data

dustin garrett

Senior Product Manager

charles standaf

Senior Software Engineer

haley knapp

Product Owner Reporting

jace nelson

Product Owner

daniel kracl

Service Project Manager

eric hayes

Product Manager

ivy broderick

Trading Product Manager

jacob leise

Director Orion Prospect

danny brown

Implementation Project Manager

james ethier

Director of Product

jason genthe

Product Manager

chad boyer

Executive Vice President

carrie connolly

Director of Product

jacob danielson

Manager of the

dena darling

Enterprise Project Manager

gregory geer

Senior DevOps Engineer

jaimie vennell

Senior Digital Marketing

george svagera

SVP Business Development

janet knecht

Director PMO

dan schirtzinge

Experienced leader in

corinna stevens

Lead Onboarding Data

drew lewald

Director of Data

evan hatch

Experienced Leader Customer

jamie konwinski

IT Project Manager

greg trotta

Vice President Technology

greg rawlins

Managing Director Operations

brian dana

Senior Software Engineer

brian carter

Manager of Cost

brett hall

Director of Trading

brandon weeder

Interface Product Manager

brad gruwell

Accounting Analyst-Team Lead

bob vacanti

IT Project Manager

bethany spencer

Director Training Excellence

ben palmer

Senior Software Engineer

ben bedell

Director of Enterprise

austin wulff

Senior Manager

ashley wilk

Territory Relationship Manager

ashley heinzman

Business Development

anil banwari

Senior QA

angie brown

Application Development Leader

andrew miller

Director Product Management

andrea gibb

Salesforce Solutions Analyst

amy hansen

Manager of Employee

amber johnson

Account Manager

alex svehla

Director of Product

alan aramayo

Senior Quality Assurance

saurab siwakoti

Full-stack Java Developer

khae s.

Product Manager

juliet rosentha

Senior Software Architect

katelyn henson

Billing Manager

Frequent questions about Orion Advisor Services

How many employees does Orion Advisor Services have?
Orion Advisor Services has approximately 201-500 employees.
What is Orion Advisor Services's industry?
Orion Advisor Services is involved in the industry of financial services.
Where is Orion Advisor Services headquarters located?
Orion Advisor Services is located in 17605 Wright St, Omaha, Nebraska 68130, US
What is the website of Orion Advisor Services?
Orion Advisor Services official website at orionadvisor.com

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