Spencer Smalley
Strategic Partnerships @Orion
Omaha, NE, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2023 — Present
Strategic Partnerships @Orion
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Omaha, NE, US
Head of Orion Technology\'s Partnership Program. The program is a curated list of providers that Orion integrates with which Orion endorses as a value add to its client base. I oversee the program, the inclusion of new partners, and the promotion of these partners to Orion\'s client base. Additionally, I am responsible for nurturing the relationships with Orion\'s major institutional custodian partners, including strategy on joint growth opportunities.
SKILLS
Series 65SalesSales ProcessEtfsMutual FundsInvestment AdvisoryInvestment StrategiesCustomer ServiceSocial ServicesFoster CareFitness TrainingChristian MinistryBible TeachingLower Level ManagmentDiscipleshipChurch EventsCall CentersNonprofitsStrategic Planning
ABOUT SPENCER SMALLEY
Experienced sales and financial industry professional.
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