HR Execs on the Move


 
Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. ...
  • Number of Employees: 1K-5K
  • Annual Revenue: $500M-1 Billion
  • www.orion.com
  • 17605 Wright Street
    Omaha, NE USA 68130
  • Phone: n/a

Executives

Name Title Contact Details
James Meyer
VP Pacific Strategic Growth Profile
Tom McCarthy
Executive Vice President of Wealth Management Sales Profile
Lori Szwanek
Chief Accounting Officer (CAO) Profile

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