Career Journey and Transition to CEO Role

The chapter explores the career journey of a speaker who transitioned from marketing roles at American Express, Charles Schwab, and Pershing to becoming the CEO of Assetmark and later Orion. They share insights into the challenges and pleasures of transitioning from an employee to a CEO, and discuss the evolution of Orion's services from portfolio management to wealth management. The chapter delves into the various services offered by Orion's tech and wealth businesses to assist financial advisors in saving time and enhancing client engagement.