Chad Shafer's Professional Contact Details

HQ
+1-402-496-3513
Location
Philadelphia, Pennsylvania
Company

Chad Shafer'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

Chad Shafer's Work History and Education

Orion
Operations Associate
2021 - Present
IQVIA
Talent Acquisition Partner (via Xelerate, LLC)
2017 - 2019 • 2 years
Xelerate LLC
Talent Acquisition Partner
2017 - 2019 • 2 years
Colonial Electric Supply
Talent Acquisition Coordinator
2015 - 2017 • 1 year
IMKO Workforce Solutions
Lead Recruitment Service Coordinator
2012 - 2015 • 3 years
Sovereign Bank
Floating Teller
2011 - 2012 • 1 year
ION Health and Wellness
Marketing Intern
2010 - 2011 • 1 year

Others Named Chad Shafer

Director - Final Mile at Valyōu Furniture
Musculoskeletal Manager at Premise Health
Director of Sales (CBS) Complete Building Solutions at City Wide Facility Solutions at City Wide Facility Solutions
SVP, Credit and Underwriting at NETSTREIT Corp. (NYSE: NTST)

Frequently Asked Questions about Chad Shafer


What company does Chad Shafer work for?

Chad Shafer works for Orion.

What is Chad Shafer's role at Orion?

Chad Shafer's role at Orion is Operations Associate.

What is Chad Shafer's email address?

Chad Shafer's email address is c**@orion.com.

What is Chad Shafer's business email address?

Chad Shafer's business email address is c**@orion.com.

What is Chad Shafer's HQ phone number?

Chad Shafer's HQ phone number is +1-402-496-3513.

What industry does Chad Shafer work in?

Chad Shafer works in the Financial Services industry.

Who are Chad Shafer's colleagues?

Chad Shafer'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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