Sectors:
Min Investment:
Max Investment:
Target Investment:
2021
2021
2021
2021
2019
2019
2018 - 2020
2018 - 2020
2015 - 2020
2015 - 2020
The digital growth partner for independent financial firms. We partner with great financial services firms to help them ignite their digital presence, better connect their message with their target marketing and grow their sales funnels.
2004 - 2015
2013 - 2015
I oversaw user interface, user experience, and marketing for Orion Advisor Services. Seriously great team, incredible experience.
2007 - 2013
Oversaw all new relationships from the latter stages of the business development process through the transition of services onto the Orion platform. Led an incredible team of Project & Relationship Managers and Accounting Analysts to properly transition Registered Investment Advisors, Broker Dealers, and Third Party Asset Managers onto software and service platform for fee billing, performance and tax reporting, market analysis, client access, new account processing, mobile app deployment and trading. Successfully led 250+ new customer implementations/transitions accounting for 80B in assets under administration.
2007 - 2007
2004 - 2007
2012 - 2015
2012 - 2015
We provide web design and marketing solutions for small to medium sized businesses and organizations.