Orion Advisor Services, LLC Executive Team | Comparably
The nation's largest privately held portfolio accounting service bureau for financial advisors read more
EMPLOYEE
PARTICIPANTS
17
TOTAL
RATINGS
210
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Orion Advisor Services, LLC Executive Team

The Orion Advisor Services, LLC Executive Team is rated an "A+" and led by CEO Eric Clarke. Orion Advisor Services, LLC employees rate their Executive Team in the Top 5% of similar size companies on Comparably with 501-1,000 Employees.
Employees with Over 10 Years experience are most confident in their Executive Team.

Last updated months ago.

Where This Score Ranks Orion Advisor Services, LLC's Executive Team

  • TOP
    5%

    In the Top 5% of 1459 Similar Sized Companies on Comparably

  • ?

    Not enough ratings to compare against competitors.

98
May
96
Aug
90
May
87
Jun
88
Aug
A+83 / 100
Jan

Orion Advisor Services, LLC Key Executives

Name & Title
Bio
Eric Clarke  CEO / President
Eric Clarke
CEO / President
Eric Clarke serves as the CEO / President of Orion Advisor Services, LLC.
Daniel Applegarth serves as the CFO of Orion Advisor Services. Daniel started at Orion Advisor Services in October of...
Seth McCune
Chief Operations Officer
Seth McCune serves as the Chief Operations Officer of Orion Advisor Services. Seth started at Orion Advisor Services in...
Kelly Waltrich
Chief Marketing Officer
Kelly Waltrich serves as the Chief Marketing Officer of Orion Advisor Services. Kelly started at Orion Advisor Services...
Paul Wick
VP Business Development
Paul Wick serves as the VP Business Development of Orion Advisor Services. Paul started at Orion Advisor Services in May...
Jina Horton
VP Business Development
Jina Horton serves as the VP Business Development of Orion Advisor Services. Jina started at Orion Advisor Services in...
Joel Hurst
Vice President of Business Development
Joel Hurst serves as the Vice President of Business Development of Orion Advisor Services. Joel started at Orion Advisor...
Ben Frantz
VP of Business Development
Ben Frantz serves as the VP of Business Development of Orion Advisor Services. Ben started at Orion Advisor Services in...
Kyle Hiatt
EVP Business Development
Kyle Hiatt serves as the EVP Business Development of Orion Advisor Services. Kyle started at Orion Advisor Services in...
Todd Bertucci
VP of Institutional Business Development
Todd Bertucci serves as the VP of Institutional Business Development of Orion Advisor Services. Todd started at Orion...
George Svagera
VP Business Development
George Svagera serves as the VP Business Development of Orion Advisor Services. George started at Orion Advisor Services...
Ryan Donovan
Vice President
Ryan Donovan serves as the Vice President of Orion Advisor Services. Ryan started at Orion Advisor Services in June of...
Sean Hollingshead
VP, Managed Accounts
Sean Hollingshead serves as the VP, Managed Accounts of Orion Advisor Services, LLC.
TJ Maher
Managing Director of Data Teams
TJ Maher serves as the Managing Director of Data Teams of Orion Advisor Services, LLC.
Trent Mumma
Chief Strategy Officer
Trent Mumma serves as the Chief Strategy Officer of Orion Advisor Services. Trent started at Orion Advisor Services in...
Eddie Sempek
Chief Innovation Officer
Eddie Sempek serves as the Chief Innovation Officer of Orion Advisor Services. Eddie started at Orion Advisor Services...
Spencer Smalley
VP of Strategic Relationships
Spencer Smalley serves as the VP of Strategic Relationships of Orion Advisor Services, LLC.
Who Ranks Orion Advisor Services, LLC's Executive Team the Highest?
Experience - Over 10 Years 95/100
Ethnicity - Caucasian 93/100
Gender - Female 92/100
Who Ranks Orion Advisor Services, LLC's Executive Team the Lowest?
Not Enough Ratings To Show Who Ranks Executive Team the Lowest
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Orion Advisor Services, LLC's Executive Team Trendline

  • Orion Advisor Services, LLC87
  • Similar Size on Comparably

Orion Advisor Services, LLC Executive Team At a Glance

The Executive Team Score of 83/100 is calculated by combining aggregate responses to the questions of “How would you rate your executive team?” and “Do you approve of the job your executive team is doing at your company?”

100% of employees say “Yes, they approve of the job the executive team is doing at Orion Advisor Services, LLC.”

The last rating scoring Orion Advisor Services, LLC's executive team was provided months ago and has remained stable at 83 over the last 90 days.

How Orion Advisor Services, LLC's Executive Team Score is Calculated

FILTER RATINGS BY

Results from 12 Employees in All Departments, All Genders, All Ethnicities and All Yrs. Experience Experience

85
out of 100
How would you rate your executive team?
AnswerPercent
Yes100%
No0%
Do you approve of the job your executive team is doing at your company?

Orion Advisor Services, LLC's Executive Team Rank Against Similar Sized Companies on Comparably

TOP
5%

Orion Advisor Services, LLC ranks in the Top 5% of other companies on Comparably with 501-1,000 Employees for Executive Team Score.

  1. Boston Private
    83 / 100
  2. Prestige
    83 / 100
  3. FirstService Residential
    83 / 100
  4. Orion Advisor Services, LLC
    83 / 100
  5. Trimble
    82 / 100
  6. Avant
    82 / 100
  7. Pegasystems
    82 / 100

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