Ryan Asher

About Ryan Asher

I am a FinTech strategist and Investment Operations Director who thrives on designing…

Experience

1. Director of Fintech & Investment Operations

   Prosperity Capital Advisors Network

   Dec 2023 — Present · Charleston, SC, US

   I am a FinTech strategist and Investment Operations Director who thrives on designing seamless, tech-driven solutions for RIA firms. My experience spans $4B in assets under management and includes overseeing Trading, Transitions, Billing, Operations, and FinTech teams. A unique differentiator is my hands-on development background in Salesforce (Apex, LWC, Flows), DocuSign and Orion Advisor integrations—ensuring every system I build aligns precisely with real-world financial operations.• Oversee 5 departments—Trading, Operations, Billing, Transitions, and FinTech—to optimize operational workflows and technology adoption for $4B AUM.• Built an enterprise-scale Salesforce environment from scratch, integrating Orion Advisor, DocuSign, AdvicePay, Fidelity, and Conga Orchestrate for end-to-end digital transformation.• Spearhead ongoing training initiatives for 52 Advisor offices and their teams, focusing on best practices in compliance, trading efficiency, and RIA service delivery.Key Highlights:• Spearheaded a firm-wide Salesforce rollout for 55 offices, integrating Orion Advisor, DocuSign, AdvicePay, QuikForms, Charles Schwab, and Fidelity for streamlined operations.• Architected complex Lightning Web Components and Apex Classes for automated trading workflows, compliance checks, and robust data sharing.• Led cross-functional teams to implement multi-custodian solutions (Schwab, Fidelity) with a keen focus on automation, security and compliance.• Passionate about modernizing RIA infrastructure, reducing friction in advisor and client interactions, and delivering operational excellence across finance and technology.I love staying on the cutting edge of FinTech innovations, creating systems that remove ambiguity and deliver seamless experiences to advisors and clients alike. I believe in collaborative innovation and champion a data-driven approach to investment operations.

Education

• Altcademy

  Full Stack Web Development, Programming & Web Development

• CFA Institute

  Investments Foundation Certificate

  2018

• College of Charleston School of Business

  Bachelor of Science in Business Administration, Finance & Entrepreneurship

  2018

Skills

• Time Management
• Interpersonal Communication
• Customer Engagement
• Management
• Work Effectively
• Events Organisation
• Technical Ability
• Leadership
• Organizational Effectiveness
• Creativity Skills
• Communication
• Easily Adaptable
• Professional Communication
• Microsoft Excel
• Organizational Development
• Self-Management
• Task Management
• Cross-Functional Problem Solving
• Efficent
• Business Strategy
• Self-Confidence
• Sales
• Marketing
• Priority Management
• Organization Skills
• Responsiveness
• Multiple Project Coordination
• Analytic Problem Solving
• Microsoft Word
• Resiliency
• Professional Responsibility
• Strategic Planning
• Active Learning
• Possess Strong Analytical
• Customer Relations
• Professional Services
• Project Management
• Prioritize Workload
• Conceptual Ability
• Business Resilience