Greg Menefee serves as the Senior Vice President of Consulting and Implementation for technology solutions at Orion. In this role, Greg is the champion of the phrase “Elevate Everything” with his team of consultants, who are dedicated to helping advisors maximize their Orion experience and achieve their strategic goals. A self-proclaimed CX fanatic, Greg brings over two decades of expertise in helping advisors think differently about creating incredible client experiences for their clients. 

Greg began his career in 1998 with Fidelity Investments, with a focus on institutional and Family Office businesses. Most recently, prior to joining the leadership team at Orion, Greg built and led the TD Ameritrade Institutional Sales & Consulting team for 11 years. When not working with advisors or reading up on the latest books about client experience, you can find Greg and his wife, Summer, on mountain bikes with their kids in the Mountain Biking Capital of the world, Bentonville, AR.