Orion Advisor Tech
Brandon Barahona is a Business Development Associate in Wealth Advisory at Orion since July 2023, bringing a strong background in client services and advisory roles. Prior experience includes positions at Orion Advisor Solutions, where Brandon served as an Advisor Consultant and Client Service Representative from October 2020 to July 2023, and as a Client Services Representative at Brinker Capital from March 2018 to October 2020. Earlier roles include Free Asset Movement Analyst at SEI and Teller II at TD, where Brandon excelled in customer service, sales, and financial operations. Brandon holds a Bachelor’s Degree in Marketing from West Chester University of Pennsylvania, completed in 2017, and is a graduate of Kingsway Regional High School, where a college preparatory curriculum was followed.
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Orion Advisor Tech
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A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.