Randy Lambert

Corporate Officer/Principal at Orion Advisor Technology LLC

Miscellaneous

Profile

Randy Lambert is currently working as the Executive Vice President-Technical Operations at Orion Advisor Technology LLC and Orion Advisor Services LLC.
He previously worked as the Co-Chief Operating Officer at Orion Advisor Technology LLC.

Randy Lambert active positions

Companies	Position	Start
Orion Advisor Technology LLC Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.	Corporate Officer/Principal	-

All active positions of Randy Lambert

Former positions of Randy Lambert

Companies	Position	End
Orion Advisor Technology LLC Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.	Chief Operating Officer	2021-11-30

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Linked companies

Private companies	1
Orion Advisor Technology LLC Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.	Miscellaneous