Orion Advisor Tech
Kyle Kassing is a Senior Financial Data Analyst at Orion Advisor Tech, where experience includes roles as Financial Data Analyst II and Financial Data Analyst I since March 2020. Prior to this position, Kyle worked at Toast, Inc. as a Business Development Representative III, contributing to sales efforts through analytical data tools and sourcing numerous deals that influenced substantial annual contract value. Earlier career experience includes a role as a Business Development Representative II, where Kyle expanded the company's presence in specific markets and developed skills in sales outreach, and as a Front Desk Representative at Planet Fitness. Kyle holds a Bachelor of Science degree in Biology from the University of Nebraska-Lincoln, earned in 2019.
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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.