Gerald Jered Matzke
Senior Investment Enablement Strategist @Orion
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WORK HISTORY
Senior Investment Enablement Strategist @Orion
Canton, GA, US
I lead investment and platform education to help our advisor-facing sales team better understand and communicate Orion’s solutions and investment options. By working closely with the investment team and other internal groups, I help support and streamline communication to and from the sales team. The end goal is to turn complex ideas into practical, field-ready tools that equip our sales team to have more confident, impactful conversations with advisors.
EDUCATION
Midland University
Master of Business Administration (M.B.A.), Finance
Sheldon High School
Diploma
University of Nebraska-Lincoln
BA, Geography
SKILLS
ABOUT GERALD JERED MATZKE
As an Advisor Growth Consultant at Orion, I help financial advisors grow their businesses and achieve their goals. I leverage my Series 7 and Series 66 licenses, my MBA in Finance, and my 8+ years of experience in the financial services industry to provide strategic guidance, product education, and sales support to advisors across the country.I have a proven track record of success in raising and retaining assets, and growing and maintaining advisor relationships. I have consistently increased advisor satisfaction and generated referrals and leads. I have also been recognized as a team leader and a mentor to my peers. I am passionate about delivering value-added solutions, enhancing client loyalty, and driving revenue growth for Orion and its advisors.
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