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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
JR
Jason Roslawski
Vp, Accounting Operations
AG
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

+9

Marketing and Sales Operations

12 members

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