Ryan Asher

Background

About Ryan Asher

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. 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. Let’s connect if you share a vision for blending finance, tech, and operations into solutions that truly move the needle.