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Todd Patrick Clarke
Direktor/Vorstandsmitglied bei Orion Advisor Technology LLC
Aktive Positionen von Todd Patrick Clarke
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Direktor/Vorstandsmitglied | - | - |
Karriereverlauf von Todd Patrick Clarke
Ehemalige bekannte Positionen von Todd Patrick Clarke
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Direktor/Vorstandsmitglied | - | - |
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. | Vorstandsvorsitzender | 03.01.2011 | - |
Mitglied des Investmentausschusses | 01.12.1992 | - | |
Portfolio Manager-Aktien | 03.01.2011 | - | |
Vertrieb & Marketing | 01.12.1992 | - |
Ausbildung von Todd Patrick Clarke
Brigham Young University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Director/Board Member | 2 |
Chief Executive Officer | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Miscellaneous | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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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