Orion Advisor Tech
Kent Schroeder serves as the Vice President of the Center of Excellence at Orion, where responsibilities include driving improvements in Client Experience, Salesforce, Workforce Management, Product Technical Writing, Operational Risk Management, and Contact Center Solutions. With a focus on enhancing employee experience and delivering innovative client solutions, Kent's leadership emphasizes efficiency and ease in client engagements. Previously, Kent held various managerial roles at TD Ameritrade, including Manager of Trading Solutions and Manager of Technical Support, overseeing teams in client onboarding, training, and servicing on trading platforms. Kent holds a Bachelor's degree from Buena Vista 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.