David Booth
Fintech | Wealthtech | Client Focused | Revenue-Driven
- Role
- Am-national Accounts at Orion
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About David Booth
As a Strategic Relationships Account Manager at Orion, I contribute to the National…
Experience
Am-national Accounts
Aug 2025 — Present · Lehi, UT, US
Orion is a WealthTech company that provides portfolio management, trading, and client relationship management solutions to Broker-Dealers (BD\'s), Investment Firms and Registered Investment Advisors (RIA\'s). The company\'s solutions include tools for portfolio construction, portfolio accounting, custom indexing, risk management, and compliance, as well as integrations with various custodians and service providers.
Education
Northeastern University
Boston, MA
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