Paul Wick
- Role
- Senior Vice President Business Development at Orion
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President Business Development
May 2017 — Present
Orion offers independent registered investment advisors a fully outsourced and highly integrated suite of portfolio management and customer engagement solutions. My objective is to provide insightful guidance for advisors seeking to increase their efficiency, improve their client experience and establish a scalable foundation for the growth of their business.
Education
University of Wisconsin-Whitewater
Bachelors, Finance and Marketing
2006 — 2009
Skills
- Securities
- Customer Service
- Investments
- Investment Strategies
- Wealth Management
- Closing Business
- Alternative Investments
- Relationship Management
- Trading
- Management
- Series 7
- Equity Trading
- Series 3
- Futures Trading
- Portfolio Management
- Managed Futures
- Finance
- Territory Management
- Series 66
- Registered Investment Advisor
- Sales
- Financial Advisory
- Ctas
- Financial Services
- Sales Prospecting
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