Orion Advisor Tech
Hector Ortiz is an experienced financial services professional currently serving as Senior Manager at Orion Advisor Tech since August 2020, where responsibilities include overseeing multiple trading service teams and providing support for financial advisors. Prior roles include Trader Service Manager at TD Ameritrade, where Hector managed client communication teams, and Supervisor positions at Vanguard, leading teams to deliver retirement solutions and quality control. Earlier career experiences encompass roles at Vanguard as a Flagship Assigned Representative and Financial Advisor Services Internal Sales Rep, along with financial planning at AP Financial and credit management at Wells Fargo Financial Services. Hector holds a Bachelor of Business Administration in Finance from Northern Arizona University.
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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.