Mustapha Baassiri

Mustapha Baassiri

Chief Technology Officer at Orion
New York, New York, United States

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Work Experience

Orion

Chief Technology Officer

2023-01-01 - Present

Advizr

Co-founder

2012-11-01 - 2020-06-01

Sophis

Senior Consultant

2007-02-01 - 2012-01-01

Skills

performance reporting trading rebalancing tax lot accounting advisory fee billing portfolio management system mobile apps crm integration financial planning integration new account opening

Languages

No Languages Available