Paul Wick

Senior Vice President Business Development at Orion Advisor Tech

Paul Wick has diverse work experience in the financial industry. Paul began their career as an intern at Domann and Pittman in 2006 and stayed with the company until 2008. In 2009, Paul worked as a Financial Representative Intern at Northwestern Mutual Life, where they exceeded performance standards and collaborated with a team of specialists. From 2010 to 2011, they worked as an Investment Professional at Cedar Creek Securities, specializing in designing investment portfolios and including insurance products in their practice. In 2011, Paul joined MF Global as a Market Strategist, where they generated clients, developed trading strategies, and provided market analysis. Paul then worked at TD Ameritrade from 2012 to 2015 as a Senior Regional Sales Specialist, managing client relationships and pursuing new business opportunities. From 2015 to 2017, Paul held the position of Vice President of Business Development at Gemini Alternative Funds, where they provided centralized operational services and distribution of products to the investment community. Currently, Paul is the Senior Vice President of Business Development at Orion Advisor Tech, where they offer guidance to independent registered investment advisors to optimize their efficiency, improve client experience, and support business growth.

Paul Wick attended Franklin High School from 2001 to 2005. Paul then pursued a Bachelor's degree in Finance and Marketing at the University of Wisconsin-Whitewater from 2006 to 2009. Paul also has some association with the University of Wisconsin-La Crosse, although specific details regarding their study period are not provided.

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Timeline

  • Senior Vice President Business Development

    May, 2017 - present