Orion Portfolio Solutions Employee Directory

Financial ServicesKentucky, United States51-200 Employees

Orion Portfolio Solutions exists to make building strong and profitable financial advisory businesses simpler than ever, so you can get back to creating healthy and long-lasting client relationships.

 

We are led by a mission to help advisors create better client experiences. The role you play in your clients’ lives is vitally important. We believe that whole-heartedly. We also believe that the best way we can help improve their investment experience is to empower you to manage every facet of your business with confidence.

 

To do that, we pair powerful and intuitive technology with flexible investment options, supported by an accessible, yet robust support structure in one turnkey asset management program (TAMP).

Find Orion Portfolio Solutions employees' phone numbers or email addresses

Orion Portfolio Solutions Global Highlights

North America
121

United States Of America
121

Asia
2

Japan
1
India
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
France
1

South America
1

Brazil
1

Orion Portfolio Solutions's Leadership

P. M.
Chief Operating Officer
Mobile Phone
Email
B. R.
Vice President And General Manager
Mobile Phone
Email
E. M.
Founder
Mobile Phone
Email
M. F.
Owner
Mobile Phone
Email
M. H.
President
Mobile Phone
Email
W. C.
President
Mobile Phone
Email
B. R.
Regional Vice President
Mobile Phone
Email
K. K.
Regional Vice President
Mobile Phone
Email

Orion Portfolio Solutions Employee Metrics

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50%

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2024

2023

Operations
Finance
Analytics
Consultant
Engineering
Other

Contact profiles from Orion Portfolio Solutions

Name

Title

Contact Info

Location

Last Update

E. M.
Founder
Mobile Phone
Email
Oct 16, 2024
M. F.
Owner
Mobile Phone
Email
Oct 21, 2024
M. H.
President
Mobile Phone
Email
United StatesKentucky
Aug 20, 2024
P. M.
Chief Operating Officer
Mobile Phone
Email
United StatesKentucky
Oct 23, 2024
W. C.
President
Mobile Phone
Email
UNITED STATES
Mar 20, 2024
B. R.
Vice President And General Manager
Mobile Phone
Email
United StatesOhio
Oct 23, 2024
B. R.
Regional Vice President
Mobile Phone
Email
United States
Oct 29, 2024
K. K.
Regional Vice President
Mobile Phone
Email
United StatesOhio
Oct 17, 2024
K. K.
Regional Vice President
Mobile Phone
Email
United StatesKentucky
Oct 21, 2024
C. F.
Director Of Information Technology
Mobile Phone
Email
United StatesKentucky
Dec 02, 2024

Frequently Asked Questions

What is Orion Portfolio Solutions known for?

Orion Portfolio Solutions was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in Suite 102 Hebron, KY 41048 US; you can contact the main corporate office by phone at

+1-859-426-****

. Explore Orion Portfolio Solutions's company overview page for more information.

What is Orion Portfolio Solutions's most common email format?

Orion Portfolio Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Orion Portfolio Solutions email formats with LeadIQ.

How many employees does Orion Portfolio Solutions have currently?

Orion Portfolio Solutions has approximately 82 employees as of September 2024. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Orion Portfolio Solutions's key employees and leadership?

As of September 2024, Orion Portfolio Solutions's key employees include:

Chief Operating Officer: P. M.
Vice President And General Manager: B. R.
Founder: E. M.
Owner: M. F.
President: M. H.

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