Preston Suttmiller
Advisor Consultant at Orion Portfolio Solutions- Claim this Profile
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Bio
Candice Kohlenbecker
Preston is a very talented and dedicated individual that gives his time and talents to various organizations and clubs. He exhibits strong leadership skills in the activities and projects that he undertakes, including the events he has planned in his capacity as Vice President of Alpha Tau Omega at Northern Kentucky University.
Candice Kohlenbecker
Preston is a very talented and dedicated individual that gives his time and talents to various organizations and clubs. He exhibits strong leadership skills in the activities and projects that he undertakes, including the events he has planned in his capacity as Vice President of Alpha Tau Omega at Northern Kentucky University.
Candice Kohlenbecker
Preston is a very talented and dedicated individual that gives his time and talents to various organizations and clubs. He exhibits strong leadership skills in the activities and projects that he undertakes, including the events he has planned in his capacity as Vice President of Alpha Tau Omega at Northern Kentucky University.
Candice Kohlenbecker
Preston is a very talented and dedicated individual that gives his time and talents to various organizations and clubs. He exhibits strong leadership skills in the activities and projects that he undertakes, including the events he has planned in his capacity as Vice President of Alpha Tau Omega at Northern Kentucky University.
Credentials
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Uniform Investment Adviser Law Examination - Series 65
FINRAOct, 2020- Sep, 2024 -
DCA Certification
Diamond Council Of AmericaJan, 2016- Sep, 2024
Experience
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Orion Portfolio Solutions
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United States
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Financial Services
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1 - 100 Employee
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Advisor Consultant
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Jul 2020 - Present
- Prospect Financial Advisors and secure sales. - Maintain relationships with Financial Advisors and build client wallet share. - Partner with Regional Vice President in the field to develop sales opportunities in the territory. - Formulate call lists for territories through the use of existing broker/dealer lists, conference lists, and various databases. - Prospect Financial Advisors and secure sales. - Maintain relationships with Financial Advisors and build client wallet share. - Partner with Regional Vice President in the field to develop sales opportunities in the territory. - Formulate call lists for territories through the use of existing broker/dealer lists, conference lists, and various databases.
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Education
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2012 - 2016
Northern Kentucky University
Bachelor’s Degree, Public Relations
Community
