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Todd Patrick Clarke
Direttore/Membro del Consiglio presso Orion Advisor Technology LLC
Posizioni attive di Todd Patrick Clarke
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Direttore/Membro del Consiglio | - | - |
Storia della carriera di Todd Patrick Clarke
Precedenti posizioni note di Todd Patrick Clarke
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Direttore/Membro del Consiglio | - | - |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Amministratore Delegato | 03/01/2011 | - |
Membro del Comitato di Investimento | 01/12/1992 | - | |
Gestore di Portafoglio-Azioni | 03/01/2011 | - | |
Vendite & Marketing | 01/12/1992 | - |
Formazione di Todd Patrick Clarke
Brigham Young University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Director/Board Member | 2 |
Chief Executive Officer | 1 |
Investment Committee Member | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
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 |
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