Orion Advisor Solutions

Financial Services - Omaha, NE, US

Orion Advisor Solutions Senior Management
Rick Hook

Managing Director of Leadership and Engagement

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Kelly Shultz

Sr. Executive Assistant to Eric Clarke, CEO

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Julie Lane

Chief Human Resources Officer

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Jason Frank

Product Owner | Asset Manager & Advisor Platform

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James OHara

Chief Information Security Officer

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Lori Szwanek

Chief Accounting Officer (CAO)

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Brock Hardwick

New Accounts, Product Owner

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Orion Advisor Solutions Details

Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. Orion's technology, and suite of investment capabilities, can be tailored to the individual needs of every unique advisory model, providing the flexibility and choice to be adopted in its entirety or as components complementary to existing capabilities. Orion's wealth management platform brings together the technology, flexible investment options and support in one seamless experience for advisors.Combined, our technology and wealth management brand entities, Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments create a complete offering that empowers firms to attract new clients seamlessly; connect investment goals more meaningfully to strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success.Our Values: One Orion | Innovate | Disrupt | Win Learn more at www.orion.com.• • •Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Orion Advisor Solutions logo, Orion Advisor Solutions contact details
Website: orion.com
Employees: 500 - 999
HQ: 402-895-1600
Location: Omaha, NE, US
Revenue: 50 - 100 Million
N/A
Orion Advisor Solutions Technologies
Email Providers

Outlook

Marketing Automation

Pardot

Email Delivery

Mailchimp Mandrill

Other

Microsoft Office 365

Hosting

DigitalOcean

View All Technologies Used At Orion Advisor Solutions

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