JD
Jacob Danielson
Director Of Relationship Management at Orion
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Work Experience
Feb 2018 - Present · 6 years and 10 months
Director Of Relationship Management
Aug 2023 - Present · 1 years and 4 months
Manager - Internal Strategic Consultants
Jan 2022 - Sep 2023 · 1 years and 8 months
Strategic Consultant
Feb 2018 - Jan 2022 · 3 years and 11 months
Company Details
1001-5000 Employees
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • 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. Our Social Media Disclosure: https://bit.ly/3oTnWu7
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
17605 Wright St Omaha, NE 68130, US
Keywords
Performance ReportingTrading/RebalancingTax lot accountingAdvisory Fee BillingPortfolio Management SystemMobile AppsCRM integratioFinancial Planning integratioNew Account Opening
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