电子邮件 | ema***@***.com | 获取Email |
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电子邮件 | ema***@***.com | 获取Email |
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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
公司 | Orion |
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职位 | Advantage Advisor Advocate |
地点 | United States |
http://www.linkedin.com/in/callie-thompson-a34271b8 | |
部门 | |
头衔 | Premier Advisor Advocate |
Orion Advantage Advisor Advocate
2022-01-01 -
Berkshire Hathaway Homestate Companies - Workers Compensation Division Claims Adjuster
2017-07-01 - 2021-12-01
Associate
2016-06-01 - 2016-08-01
University of Redlands Office Assistant
2014-01-01 - 2017-04-01
Staples Sales Associate
2013-07-01 - 2016-08-01
Callie Thompson 在 Orion 担任 Premier Advisor Advocate
Callie Thompson 在 Orion 的职位是 Premier Advisor Advocate
Callie Thompson 的电子邮件地址是 ema***@***.com
Callie Thompson 的电话号码是 -
Callie Thompson 的公司电话号码是 +140****
Callie Thompson 在 financial services 工作。
Callie Thompson 的一些同事包括Shawn Edie、Corinna Stevenson、Teijo Peltola、Ludo BernaertsFotis Moschos、。
Callie Thompson联系方式: 电子邮件地址:ema***@***.com 电话号码:-
Callie Thompson 的个人领英是:http://www.linkedin.com/in/callie-thompson-a34271b8
Callie Thompson 的办公地点:17605 Wright St, Omaha, NE 68130, US
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Top-ranked on G2 Crowd