Daniel Applegarth
Director of Finance/CFO at Orion Advisor Technology LLC
Profile
Daniel Applegarth is currently the Director at Food Bank For the Heartland and the Chief Financial Officer at Orion Advisor Technology LLC.
He holds a Master's degree in Business Administration from the University of Nebraska Omaha.
Daniel Applegarth active positions
Companies | Position | Start |
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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. | Director of Finance/CFO | 01/01/2010 |
Food Bank For the Heartland
Food Bank For the Heartland Services to the Health IndustryHealth Services Food Bank for the Heartland provides food distribution services to food pantries, schools, emergency shelters and other nonprofit partners. It also purchases food to supplement donations. The firm works with individuals, organizations, food manufacturers and distributors, grocery stores, the USDA and Feeding America to procure food. The company was founded in 1981 and is headquartered in Omaha, NE. | Director/Board Member | 14/11/2021 |
Training of Daniel Applegarth
University of Nebraska Omaha | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Food Bank For the Heartland
Food Bank For the Heartland Services to the Health IndustryHealth Services Food Bank for the Heartland provides food distribution services to food pantries, schools, emergency shelters and other nonprofit partners. It also purchases food to supplement donations. The firm works with individuals, organizations, food manufacturers and distributors, grocery stores, the USDA and Feeding America to procure food. The company was founded in 1981 and is headquartered in Omaha, NE. | Health Services |
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