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 implementation, to data analysis and best practices. Lisa is also available for singular, Orion-related projects.
She began her career as a Margin Specialist with J.C. Bradford & Co., a Nashville, TN based brokerage firm, and went on to join a Registered Investment Advisor, 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.
Candy has worked in the Financial Services Industry since 1987 and has been a strategic consultant with Lisa Valentine Consulting since 2021.
Candy assists firms with their Orion Advisor Tech conversions, Redtail set up, Compliance tools, Ongoing Maintenance, Billing, and Reporting. She also trains firm personnel with an emphasis on best practices and improving efficiency.
Candy began her career in banking and most recently held the title of Head of Operations and CCO at an RIA in Memphis, TN where she stayed for 22 years.
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.
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.
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!
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.