Riley Coy's Professional Contact Details

HQ
+1-402-496-3513
Location
Lincoln, Nebraska
Company

Riley Coy's Current Company Details

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.Our tech-enabled fiduciary process empowers fi...
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor's unique definition of financial success.Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We've made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses• • •Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
performance reporting
trading
rebalancing
tax lot accounting
advisory fee billing
portfolio management system
mobile apps
crm integration
financial planning integration
new account opening
financial services

Riley Coy's Work History and Education

Orion
Internal Sales Consultant
Charles Schwab
New Client Services
2023
TD Ameritrade
Financial Services Representative
2021 - 2023 • 2 years
West Gate Bank
Bank Teller
2019 - 2021 • 2 years
RelyCare Pharmacy
Delivery Driver
2018 - 2020 • 2 years
Norfolk Public Schools
Caretaker
2016 - 2017 • 1 year
Hy-Vee, Inc.
Frozen and Dairy Associate
2013 - 2016 • 3 years

Others Named Riley Coy

Business Development Specialist at Wildcast
Digital Sales Planner at NBCUniversal
Business Analyst Intern at PRS Global, LLC

Frequently Asked Questions about Riley Coy


What company does Riley Coy work for?

Riley Coy works for Orion.

What is Riley Coy's role at Orion?

Riley Coy's role at Orion is Internal Sales Consultant.

What is Riley Coy's email address?

Riley Coy's email address is r**@orion.com.

What is Riley Coy's business email address?

Riley Coy's business email address is r**@orion.com.

What is Riley Coy's HQ phone number?

Riley Coy's HQ phone number is +1-402-496-3513.

What industry does Riley Coy work in?

Riley Coy works in the Financial Services industry.

Who are Riley Coy's colleagues?

Riley Coy's colleagues are Adriano Aparecido, Aleksei Velichko, Allison Perry, Amruta Chikte and more.

Colleagues at Orion

operador de produção
Зам.ген.дир.
Team Lead, Talent Acquisition Partner
Product Trading Specialist

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