Orion Appoints Mark Mayo as Their New CFO for Future Growth

Orion Welcomes New Chief Financial Officer, Mark Mayo

Orion, a leader in wealthtech solutions designed for fiduciary advisors, is excited to introduce Mark Mayo as the new Chief Financial Officer. Mark's appointment marks an important step in enhancing Orion's financial infrastructure and supporting its ambitious growth trajectory.

Mark Mayo's Proven Track Record

Mark Mayo arrives at Orion with extensive experience in financial leadership. Prior to his role at Orion, he served as the CFO for DISA Global Solutions, a notable name in the drug testing sector. During his impressive eight-year tenure, he played a critical role in driving both revenue and profitability through strategic acquisitions and operational improvements.

Experience Across Multiple Industries

His expertise isn’t limited to DISA Global Solutions. Mark also held CFO positions at Connect America and HireRight, as well as within various divisions at General Electric (GE). His journey with GE, which lasted for 13 years, was complemented by his achievement as a Six Sigma Master Black Belt, showcasing his commitment to operational excellence.

Educational Background and Expertise

Mark is academically grounded with a Bachelor of Commerce degree from Queen’s University in Ontario, Canada. This educational foundation pairs well with his extensive professional experiences, making him a valuable asset to Orion.

Vision for Orion's Financial Future

As he takes on this pivotal role, Mark emphasized his excitement to join a company that is at the forefront of wealthtech innovation. He expressed his admiration for Orion’s mission to provide exceptional value through a connected and innovative technology platform. This commitment to enhancing the advisor-client relationship is integral to Orion's growth strategy.

CEO Natalie Wolfsen's Enthusiastic Support

“We are thrilled to welcome Mark to our team. His extensive financial expertise will be an invaluable asset to Orion as we continue to grow and innovate so we can help advisors and investors thrive,” stated Natalie Wolfsen, CEO of Orion. This sentiment underscores the strategic importance of financial leadership in achieving Orion’s growth objectives.

The Impact of Orion's Services

Orion has established itself as a premier provider of technology-enabled fiduciary processes, redefining how financial advisors engage with clients. The firm empowers advisors to seamlessly navigate through financial planning, investment strategies, and tracking progress towards their clients' unique financial goals.

Impressive Asset Management

As of the latest reports, Orion manages an astounding $4.4 trillion in assets under administration and $69.4 billion in wealth management platform assets to cater to over six million technology accounts. These achievements highlight Orion’s pivotal role in the financial services landscape.

The Future of Orion with Mark Mayo

With his experience and vision, Mark Mayo’s leadership is poised to enhance Orion's financial strategies, enabling the firm to better support a diverse range of independent advisory firms. His leadership will help fortify Orion's mission, ultimately benefiting advisors and their clients as they navigate financial markets.

Frequently Asked Questions

What is Mark Mayo's role at Orion?

Mark Mayo has been appointed as the Chief Financial Officer, responsible for strengthening financial strategies and infrastructure.

What experience does Mark Mayo bring to Orion?

Mark has extensive financial leadership experience, having served as CFO for various companies, including DISA Global Solutions and divisions of General Electric.

Why is Mark Mayo's appointment significant for Orion?

His appointment is vital for advancing Orion’s financial strategy as the company continues its growth and innovation in the wealthtech industry.

How does Orion support financial advisors?

Orion provides technology-driven solutions that help financial advisors manage client relationships and enhance their financial planning and investment processes.

What assets does Orion manage?

Orion manages $4.4 trillion in assets under administration and supports over six million technology accounts.

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