Ian Rose
Business Development Manager @Orion
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WORK HISTORY
Business Development Manager @Orion
Lehi, UT, US
EDUCATION
Westminster University
Bachelor of Arts - BA, Marketing and Finance
ABOUT IAN ROSE
With a solid foundation in Marketing and Finance from Westminster College, my journey at Orion OCIO has been marked by a rapid ascent, currently leading as a Manager on the Portfolio Strategy team. My academic background and problem solving attitude, combined with my Series 65 certification, has been instrumental in my role at Orion OCIO.Our team helps RIAs grow their AUM by helping them with comprehensive portfolio analysis and construction. We provide a high-touch, white glove approach to all of our advisors and help create lasting relationships between ourselves, the advisors, and their clients.
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