Ryan Berges

Compliance Product Support Specialist at Orion Advisor Tech

Ryan Berges is an experienced finance and compliance professional currently serving as a Compliance Product Support Specialist at Orion since May 2021, where the focus is on equipping financial advisors with essential tools for success. Previously, Ryan held various roles, including Transition Specialist at Creative Planning Inc. and Director of Wealth Operations at OptiFour Integrated Wealth Management, overseeing operational management and client asset onboarding. Additional experience includes serving as Vice President and Director of Operations at F.I.G. Financial Advisory Services, Inc., managing back-office operations and executing trades, as well as working as a Registered Representative at Ceros Financial Services, Inc. Educational background includes a Bachelor of Arts in Speech Communication and Finance from Oklahoma Christian University and additional studies at Frederick Community College.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Orion Advisor Tech

2 followers

A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.


Industries

Employees

1,001-5,000

Links