Orion Advisor Services
The nation's largest privately held portfolio accounting service bureau for financial advisors
Information about Orion Advisor Services
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
michael bierman
Dev Lead
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
eric clarke
CEO
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
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