Orion Wealth Management Appoints Ron Pruitt as President and Natalie Wolfsen as CEO
Position
President
Company
Orion Advisor Solutions
OmahaFinancial ServicesSoftwareReal EstateSales And MarketingDescription
Ron Pruitt has been named as the new president of Orion Wealth Management. Before taking on his new role, Pruitt served as senior vice president of Nasdaq Analytics and, prior to that, as president of eVestment and Solovis. In September 2023, Orion Advisor Solutions appointed Natalie Wolfsen, former CEO of AssetMark, as its new CEO, succeeding founder Eric Clarke.
Quick answer
Orion Wealth Management Appoints Ron Pruitt as President and Natalie Wolfsen as CEO (May 21, 2024). Orion Advisor Solutions is based in Omaha, Nebraska, United States.
- Who is the new President at Orion Advisor Solutions?
- Orion Advisor Solutions named Ron Pruitt President, announced May 21, 2024.
- What did Orion Advisor Solutions announce on May 21, 2024?
- Ron Pruitt has been named as the new president of Orion Wealth Management. Before taking on his new role, Pruitt served as senior vice president of Nasdaq Analytics and, prior to that, as president of eVestment and Solovis.
- What does Orion Advisor Solutions do?
- Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
- Where is Orion Advisor Solutions based?
- Orion Advisor Solutions is based in Omaha, Nebraska, United States.
- Which similar companies made leadership changes around the same time?
- Kensington Vanguard National Land Services (May 21, 2024), Bharti Airtel (May 30, 2024), Commerce.com (May 6, 2024) and dynaConnections Corporation (May 22, 2024) also announced leadership changes within 45 days of Orion Advisor Solutions.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Real Estate
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Kensington Vanguard National Land Services Appoints Jason Hollis as Vice President of Business Development in Houston (May 21, 2024)
- Bharti Airtel Appoints Sharat Sinha as CEO of Airtel Business (May 30, 2024)
- BigCommerce Appoints Travis Hess as President and Thom Armstrong as Vice President of Americas Enterprise Sales (May 6, 2024)
- dynaConnections Appoints Rudyard Henry as Senior Product Manager (May 22, 2024)
- Citymark Capital Appoints Kevin Ryan as Managing Director, Head of Capital Raising and Client Solutions (May 20, 2024)
- Fortitude Re appoints Carla Albertze as SVP, Head of Internal Audit (May 20, 2024)
Who to call at Orion Advisor Solutions, and when
A new leader at Orion Advisor Solutions brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Orion Advisor Solutions raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Orion Advisor Solutions, from your own LinkedIn network
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Fundz sees it the moment Orion Advisor Solutions changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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