Ashton L.

--Experienced Operations & Process Improvement Professional | Workflow Optimization | Cross-Industry Expertise

Role
Senior Operations Analyst at Modera Wealth Management
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Ashton L.

I am an operations professional with over a decade of experience designing, managing, and optimizing workflows in dynamic environments. My background spans process improvement, compliance support, data consolidation, and cross-functional training.I have led initiatives that increased efficiency, reduced turnaround times, and enhanced the accuracy of complex operational processes. My experience includes working with a wide range of systems and platforms, including Salesforce, Redtail CRM, DocuSign, Envestnet, Laser App, FireLight, and NAIC/NIPR licensing tools.Known for my adaptable mindset and strong critical thinking skills, I enjoy learning new systems and industries and finding solutions that drive meaningful improvements. I am passionate about helping teams work smarter and delivering a high standard of service across every project.I am always open to connecting with other professionals and exploring opportunities in operations, process improvement, or related areas where I can contribute my skills and experience.

Experience

  1. Senior Operations Analyst

    Modera Wealth Management

    Nov 2025 — Present

Education

  • Liberty University

    Bachelor's degree, Multi/Interdisciplinary Studies Business & Information Systems

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Ashton L. — Senior Operations Analyst at Modera Wealth Management in Charlotte, NC, US | Unifers