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Orion Advisor Solutions
The SVP, Wealth Strategy leads the business unit strategy for Orion Wealth Management, shaping the wealth product, platform, and advisor experience organization. This senior leader defines strategic agendas, investment priorities, roadmaps, and growth opportunities, partnering across product, technology, sales, finance, and executive teams to drive revenue growth and platform unification.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
52% above the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
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