Meet Our Leadership Team at Orion Advisor Tech
Orion Advisor Tech is a leading provider of innovative technology solutions for the wealth management industry. At the helm of this cutting-edge company is an experienced and dedicated leadership team that is committed to empowering wealth management professionals with the tools they need to succeed. Let's meet some key members of the leadership team: Natalie Wolfsen, the Chief Executive Officer, brings a wealth of experience and vision to Orion. Under her leadership, the company has continued to drive innovation and provide exceptional service to its clients. Ron Pruitt, President of Orion Wealth Management, is dedicated to ensuring that Orion's solutions meet the needs of wealth management firms and their clients. Mark Mayo, the Chief Financial Officer, oversees the financial health of the company and ensures that it remains sustainable and profitable. Kylee Beach, the General Counsel, provides legal expertise and guidance to ensure compliance and risk management. Julie Lane, the Chief Human Resources Officer, focuses on building a strong team and a positive workplace culture. Betsy Jazynka, the Chief Marketing Officer, leads the marketing initiatives to promote Orion's offerings and reach new audiences. Chris Shutler, as the Head of Strategy, drives the company's strategic direction and growth initiatives. Together, this dynamic team is committed to driving success for Orion and its clients.
Meet Our Board at Orion Advisor Tech
In addition to the leadership team, Orion Advisor Tech is supported by a distinguished Board of Directors. Charles Goldman, the Executive Chair of the Board, and Noreen D. Beaman, the Vice Chair of the Board, bring a wealth of experience and strategic guidance to the company. Jonathan R. Baum, M. Roy Burns, Eric Clarke, Todd Crockett, Lori Hardwick, Brian McLaughlin, Sid Ramakrishnan, and Tony Salewski also serve as valuable members of the Board, contributing their expertise and insights to drive Orion's success. With a diverse and talented leadership team and Board of Directors, Orion Advisor Tech is well-positioned to continue providing cutting-edge solutions and support to the wealth management industry.