George Svagera

Svp, Institutional Sales at Orion Advisor Tech

George Svagera has extensive experience in the financial services industry, currently serving as Senior Vice President of Institutional Sales at Orion since August 2013. In this role, George leads a team of sales professionals to provide cutting-edge technology and wealth management solutions to broker dealers, banks, trust companies, and custodians. Previous positions include Senior Vice President of Business Development for both Enterprise and Core Technology at Orion, where George focused on enhancing competitive strategies for financial institutions and facilitating client connections with essential resources. George's career began at CLS Investments, LLC as an Internal Wholesaler in the Midwest Territory, specializing in risk-based ETF portfolios. George holds a Bachelor's degree in Marketing from the University of Nebraska at Omaha. Specialties include business development, performance reporting, portfolio accounting systems, and various aspects of customer service and marketing.

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Timeline

  • Svp, Institutional Sales

    January, 2024 - present

  • SVP Business Development, Enterprise

    January, 2022

  • SVP Business Development, Core Technology

    August, 2013