Who We Are
Lisa Valentine, Founder and Owner
Lisa Valentine has worked in the Financial Services Industry since 1999 and has been a strategic consultant since 2012. Lisa specializes in assisting firms with their Orion Advisor Tech, from conversion and implementations to best practices and ongoing maintenance.
She began her career as a Margin Specialist with J.C. Bradford & Co., a Nashville, TN based investment banking and brokerage firm, and went on to join a wealth management firm, where she stayed for 8 years and held the position of Portfolio Operations Manager.
Lisa holds a B.S. Degree (magna cum laude) from Middle Tennessee State University.
What We Do
- Weekly scheduled calls
- Intermediary between your firm and Orion
- Assist with MCL creation and asset classification
- Ensure your database is set up in the manner which best suits your firm
- Analyze, and improve upon, current in-house procedures to streamline the billing and reporting processes
- Data analysis pertaining to billing and performance
- Create written workflows, specific to your firm, to establish business continuity and standardize procedures
- Custom report creation
- Train personnel
- NOW OFFERING: Orion Maintenance, Reporting and Billing services, TOM consultation, and ongoing Advisor Support and Training
Questions We Will Ask
- What are you doing?
- Why are you doing it?
- Is it working?
Our Goal
Our goal at Lisa Valentine Consulting is to improve your portfolio accounting functionality and to ensure your firm has the tools, data, and knowledge required in order to meet and exceed the needs and expectations of management and clients, thus enabling you to grow your business and increase revenue using Orion Advisor Tech's wide array of cloud-based offerings.
Testimonials
Randy Lambert, COO, Orion Advisor Tech
Amy Rusch, AVP, Investment Advisory Services, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Lisa is one of Orion’s go-to consultants. She has been brought in on over 50 projects, some of them Orion’s most complex. And after 8 years of partnership, Orion knows she will deliver and help clients cross the finish line.
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Amy Rusch, AVP, Investment Advisory Services, United Planners Financial Services
Billy Oliverio, Executive VP, CMO, United Planners Financial Services
Lisa is an exceptional professional that gets the job done. She has an abundance of experience, knowledge, and capabilities. Her project management skills are top notch. I have engaged her services numerous times. I would hire Valentine anytime. She is a lifesaver!
Amy Rusch, AVP, Investment Advisory Services, United Planners Financial Services
Amy Rusch, AVP, Investment Advisory Services, United Planners Financial Services
Amy Rusch, AVP, Investment Advisory Services, United Planners Financial Services
Lisa Valentine was instrumental in our implementation of Orion 8 years ago. We onboarded over 40 advisors at the time and could not have done it without her. Every advisor still remembers Lisa and they have the utmost respect for her, as does United Planners. I still reach out to her today on complicated issues and she always has the solution.