Orion Advisor Tech
James Smith is a seasoned professional with extensive experience in video production, event planning, and business operations. James's expertise lies in developing and delivering engaging video presentations to employees, collaborating with executives to meet strategic goals, and ensuring high-quality final products. With a background in sales, marketing, and training, James has a versatile skill set that has been honed through various roles in the industry. James holds a Bachelor's degree in Film from UC Irvine and an Associate's degree in Arts and Sciences from MiraCosta College.
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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.