Jud Mackrill

Co-Founder

2021 - Current

General Partner

2021

Advisory Board Member

2019

Chief Marketing Officer

2018 - 2020

CEO

2015 - 2020

The digital growth partner for independent financial firms. We partner with great financial services firms to help them ignite their digital presence, better connect their message with their target marketing and grow their sales funnels.

CMO & Director of Design

2013 - 2015

I oversaw user interface, user experience, and marketing for Orion Advisor Services. Seriously great team, incredible experience.

Implementation Manager

2007 - 2013

Oversaw all new relationships from the latter stages of the business development process through the transition of services onto the Orion platform. Led an incredible team of Project & Relationship Managers and Accounting Analysts to properly transition Registered Investment Advisors, Broker Dealers, and Third Party Asset Managers onto software and service platform for fee billing, performance and tax reporting, market analysis, client access, new account processing, mobile app deployment and trading. Successfully led 250+ new customer implementations/transitions accounting for 80B in assets under administration.

Technology Specialist

2007 - 2007

Analyst

2004 - 2007

Co-Founder

2012 - 2015

We provide web design and marketing solutions for small to medium sized businesses and organizations.