Orion CEO Natalie Wolfsen: How We're Using AI to Help Financial Advisors — Barrons.com
By Amey StoneThree years ago, Natalie Wolfsen was named CEO of Orion, which provides technology and asset-management services to wealth management firms-including 17 of the top 20 firms on Barron's ranking of registered investment advisory firms, according to the company. Orion, which directly serv…
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