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Jacob Danielson Email & Phone Number
Director of Relationship Management
at
Orion
2 work emails found
@orionadvisor.com
4 phones found area 402
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Relationship Management
Location
Omaha Metropolitan Area, United States, United States
Who is Jacob Danielson? Overview
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Quick answer
Jacob Danielson is listed as Director of Relationship Management at Orion, based in Omaha Metropolitan Area, United States, United States. AeroLeads shows a work email signal at orionadvisor.com, phone signal with area code 402, and a matched LinkedIn profile for Jacob Danielson.
Jacob Danielson previously worked as Manager - Internal Strategic Consultants at Orion Advisor Tech and Strategic Consultant at Orion Advisor Services. Jacob Danielson holds Bachelor Of Science, Business Administration; Business Administration; Management Emphasis; Business Administration from University Of Nebraska At Omaha.
Company email context
Email format at Orion
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*@orionadvisor.com
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AeroLeads found 2 current-domain work email signals for Jacob Danielson. Compare company email patterns before reaching out.
Profile bio
About Jacob Danielson
I am a very outgoing and passionate person with a very strong work ethic. I have key leadership skills that can be used in any professional setting, culture, or situation. I am always working to expand my career where I can grow my experience in customer service, leadership, sales, relationship building, and research ability. I am constantly looking for ways to apply my business administration degree in business management to be a valuable asset to any organization.
Listed skills include Sales, Microsoft Office, Customer Service, Time Management, and 22 others.
Current workplace
Jacob Danielson's current company
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11 roles
Jacob Danielson work experience
A career timeline built from the work history available for this profile.
Director Of Relationship Management
Current
Aug 2023 - Present
Manager - Internal Strategic Consultants
Jan 2022 - Sep 2023
Strategic Consultant
Partner with strategic size financial advisory firms at the executive level to ensure adoption of the Orion technology to scale and grow their business. Maintain great relationships Orion’s top clients to ensure they are net promotors to their friends and colleges. Conduct client office visits twice a year demonstrating new development products.
Feb 2018 - Jan 2022
Reconciliation Service Manager
*lead a unique team of Senior Accounting Analyst to offer assistance to financial advisors to own and understand their account data. *Coach and develop each team member to further their own skills to drive the success of the team as a whole.*Collaborate with other Subject Matter Expert teams to find solutions to complex Financial Advisors firm needs..
Oct 2016 - Feb 2018
Account Manager
Deliver exceptional customer service and support for a back office software to 15 Registered Investment Advisory firms that have more than 500 accounts on the Orion Software. Empower Financial Advisors through Integrations partners and software’s so they can focus more on business development than back office account maintenance. Research and resolve.
Nov 2014 - Oct 2016
Swat
* Direct adequate control of over 30 million dollars of inventory. * Perform daily cycle counts to ensure correct perpetual inventory levels.* Research and escalate inventory variances across multiple systems ensuring we can sell what is available today while preventing controllable losses.* Physically make inventory adjustments in Retek Store Systems to.
Feb 2014 - Nov 2014
Asset Protection Lead
* Established a loss prevention culture to ensure a safe, secure, and profitable store environment by educating employees on their direct impact on safety, P&L and margin. * Initiate, conduct, and research investigations with local law enforcement on asset losses and deterrence. *Increased close rate by 5% and margin by making sure that no employee goes.
Aug 2012 - Feb 2014
Inventory Senior
Product Process Senior * Develop techniques and implement procedures to allow accurate and adequate flow of incoming and outgoing inventory.* Engage in customer sales and deliver excellent customer service, proven by 2011 achievers award for the top revenue store in the district.* Perform daily research and complete required administrative work. * 100%.
Jan 2005 - Aug 2012
Teachers Assistant
Love And Larn Child Care
* Maintained customer satisfaction by ensuring safety and well-being of children.* Prepared classes for head teacher each day. * Provided a nurturing environment for preschool aged children.* Ensured sanitary conditions.* Substituted for head teachers when absent or as needed.
Aug 2003 - Aug 2005
Plumbing Apprentice
Sherman Plumbing
* Delivered excellent customer service while installing purchased products in customers' homes and businesses.* Cut and prepped materials for master plumber.* Prepared job sites to ensure an efficient and safe working environment. * Helped maintain customer service and satisfaction whenever possible.
Aug 2003 - Aug 2005
2 education records
Jacob Danielson education
Bachelor Of Science, Business Administration; Business Administration; Management Emphasis; Business Administration
Bachelor Of Science (Bs), Business Administration And Management, General
Metropolitan Community College
FAQ
Frequently asked questions about Jacob Danielson
Quick answers generated from the profile data available on this page.
What company does Jacob Danielson work for?
Jacob Danielson works for Orion.
What is Jacob Danielson's role at Orion?
Jacob Danielson is listed as Director of Relationship Management at Orion.
What is Jacob Danielson's email address?
AeroLeads has found 2 work email signals at @orionadvisor.com for Jacob Danielson at Orion.
What is Jacob Danielson's phone number?
AeroLeads has found 4 phone signal(s) with area code 402 for Jacob Danielson at Orion.
Where is Jacob Danielson based?
Jacob Danielson is based in Omaha Metropolitan Area, United States, United States while working with Orion.
What companies has Jacob Danielson worked for?
Jacob Danielson has worked for Orion, Orion Advisor Tech, Orion Advisor Services, Best Buy, and Love And Larn Child Care.
How can I contact Jacob Danielson?
You can use AeroLeads to view verified contact signals for Jacob Danielson at Orion, including work email, phone, and LinkedIn data when available.
What schools did Jacob Danielson attend?
Jacob Danielson holds Bachelor Of Science, Business Administration; Business Administration; Management Emphasis; Business Administration from University Of Nebraska At Omaha.
What skills is Jacob Danielson known for?
Jacob Danielson is listed with skills including Sales, Microsoft Office, Customer Service, Time Management, Inventory Management, Microsoft Excel, Loss Prevention, and Team Building.
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