Orion Advisor Tech
Joy Donaldson, PMP, MBA is an accomplished Senior M&A Project Manager at Orion Advisor Tech, with extensive experience in project management and client services. Beginning a career at Continental Promotion Group, Joy managed client accounts and promotional campaigns before advancing to Whitehall Management as an Account Manager, where interaction with medical clients and marketing materials was pivotal. As VP of Client Services at Tempo Creative, Joy implemented effective sales and management processes while leading diverse teams globally. Prior roles included Project Manager at Zipline Designs, focusing on client education and team coordination. Joy holds a BA in Advertising and Marketing from the University of Wisconsin-Eau Claire and an MBA in Project Management from Doane University.
This person is not in the org chart
This person is not in any teams
Orion Advisor Tech
2 followers
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.