Orion Advisor Tech
As the Chief Marketing Officer, Betsy Jazynka is responsible for creating and accelerating Orion’s strategy and brand. She is focused on driving the company’s vision of helping independent fiduciary advisors differentiate and grow by building go-to-market and thought leadership plans that support Orion’s innovation efforts.
Perez has over 25 years’ experience devoted to elevating brands and implementing scalable multi-channel marketing programs for investment firms, banks, technology companies and other B2B organizations. Most recently, she was Vice President of Marketing for Union Bank & Trust where she led marketing, customer experience and call center teams.
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Orion Advisor Tech
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A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.