From Brinker Capital:
As we get ready to start a new year, we’re taking the opportunity to make changes to our sales team structure. We are reshaping our team with the future in mind, combining our Orion and Brinker Wealth Management sales organizations into one unified team.
As part of the restructuring, we’re creating smaller geographical territories and reassigning sales team members to increase our coverage. The new territories will consist of a coordinated team of three sales professionals which is designed to provide you with a higher level of service to support your growth. Orion’s Wealth Management Sales Team Map will take effect on January 1, 2022.
Many of you have long-established relationships with our team members and we want to make this a smooth transition and positive change for everyone. Over the next few weeks, we will be reaching out to provide more details and introduce you to your new sales contacts.
Between now and the new year please continue to work with your existing sales contacts. Service contacts will remain the same as we work toward integrating these teams later in 2022.
As we continue to evolve as a business, we’re committed to providing you with transparent communications along the way. We appreciate your business and look forward to a prosperous new year.
Steve DeAngelis, Chief Revenue Officer
Ed Kelly, EVP of Wealth Management Sales
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