Orion Advisor Tech CEO and key executive team

Orion Advisor Tech's CEO is Eric Clarke. Orion Advisor Tech's key executives include Eric Clarke and 19 others.
Eric Clarke

Eric Clarke

CEO
Daniel Applegarth

Daniel Applegarth

Chief Financial Officer
Kylee Beach

Kylee Beach

General Counsel and Secretary
Ryan Beach

Ryan Beach

Chief Operating Officer
Chad Boyer

Chad Boyer

Chief Development Officer
Brad Burgess

Brad Burgess

Chief Technology Officer
Kyle Hiatt

Kyle Hiatt

Chief Revenue Officer
Randy Lambert

Randy Lambert

Chief Operations Officer
Trent Mumma

Trent Mumma

Chief Product Officer
Kelly Waltrich

Kelly Waltrich

Chief Marketing Officer
Bill Wostoupal

Bill Wostoupal

Chief of Strategic Relationships
Mustapha Baassiri

Mustapha Baassiri

Executive Vice President of Financial Planning Solutions
Julie Lane

Julie Lane

Vice President, Human Resources
Hussain Zaidi

Hussain Zaidi

President of Financial Planning Solutions
Dean Cook

Dean Cook

Board Member
Clara Jackson

Clara Jackson

Senior Vice President, TA Associates
Todd Crockett

Todd Crockett

Board Member
Todd Clarke

Todd Clarke

Board Member
M. Roy Burns

M. Roy Burns

Managing Director, TA Associates
Vernon Barback

Vernon Barback

Board Member
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