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
Senior Operations Analyst
Nov 2025 — Present
Education
Liberty University
Bachelor's degree, Multi/Interdisciplinary Studies Business & Information Systems
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