Ashli Tomas
AeroLeads people directory · profile

Ashli Tomas Email & Phone Number

Senior Vice President, Head of Account Management and Advisory Billing at Dynasty Financial Partners
Location: Greater Tampa Bay Area, United States, United States 6 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@raymondjames.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Dynasty Financial Partners
Role
Senior Vice President, Head of Account Management and Advisory Billing
Location
Greater Tampa Bay Area, United States, United States
Company size
206 employees

Who is Ashli Tomas? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Ashli Tomas is listed as Senior Vice President, Head of Account Management and Advisory Billing at Dynasty Financial Partners, a company with 206 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Ashli Tomas.

Ashli Tomas previously worked as Senior Vice President, Head of Account Management at Dynasty Financial Partners and Director Mutual Fund Operations | Senior Manager of MF Operations | Manager of MF Trading at Raymond James. Ashli Tomas holds Bachelor Of Business Management, Business Administration And Management, General from University Of South Florida.

Company email context

Email format at Dynasty Financial Partners

This section adds company-level context without repeating Ashli Tomas's masked contact details.

{first}.{last}@raymondjames.com
86% confidence

AeroLeads found 1 current-domain work email signal for Ashli Tomas. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Ashli Tomas

Ashli Tomas is a Senior Vice President, Head of Account Management and Advisory Billing at Dynasty Financial Partners. She possess expertise in consumer lending, loans, credit, credit unions, retail banking and 26 more skills. Colleagues describe her as "I had the privilege of getting to know Ashli as a leader and as a mentor. I am immensely grateful for the mentorship I've received from Ashli. Through our one-on-one sessions, she guided me on a transformative journey of self-discovery and personal growth. We delved into the insights from Gallup, Disc, and various self-awareness tests, which not only helped me understand myself better but also allowed me to harness my strengths effectively. Ashli’s candid discussions about the… Show more" and "Ashli is an extremely talented leader and is respected among all who encounter her. Ashli has a contagious and unique way to motivate individuals to perform and give their very best. I have had the opportunity to collaborate with Ashli on different ideas and projects and she is very effective in driving meaningful results. I have also had the opportunity to be in a mentor/mentee relationship with Ashli and she listens and has your best interest at heart. Ashli is very driven and has a… Show more"

Listed skills include Consumer Lending, Loans, Credit, Credit Unions, and 27 others.

Current workplace

Ashli Tomas's current company

Company context helps verify the profile and gives searchers a useful next step.

Dynasty Financial Partners
Dynasty Financial Partners
Senior Vice President, Head of Account Management and Advisory Billing
Florida, United States
Website
dynastyfinancialpartners.com
Employees
206
AeroLeads page
Company profile
View company profile Email format
6 roles

Ashli Tomas work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Head Of Account Management

Current
Dynasty Financial Partners

St Petersburg, Florida, United States

Mar 2024 - Present

Director Mutual Fund Operations | Senior Manager Of Mf Operations | Manager Of Mf Trading

Raymond James

St Petersburg, Florida, United States

  • Spearhead two business units, three directs and 62 indirect reports, managing Mutual Fund Trading and Reconciliation, and providing operational support for advisor trades and mutual fund corrections. Stay agile and.
  • Affected leadership strategies resulting in the advancement of 17% of associates to higher-level roles post-DEI leadership programs.
  • Developed a smart form for trade corrections boosting efficiency and reducing branch error rates improving client service experience.
Jan 2020 - Mar 2024

Ops Manager, New Accounts

Raymond James

St. Petersburg

  • Managed onboarding operations for client accounts, fortifying documentation processes to comply with stringent AML standards and industry book/record regulations. Led seven direct reports and 120 indirect reports..
  • Pioneered the establishment of the New Accounts Entity team, a large-scale operation spanning three centers, which markedly improved the onboarding experience for high-net-worth clients.
  • Bolstered AML compliance but elevated risk management protocols, positioning the company as a leader in secure and efficient client service.
Aug 2016 - Dec 2019

Project Consultant – Retirement Plan Services | Supervisor – Retirement Plan Services

Raymond James

Tampa/St. Petersburg, Florida Area

  • Oversaw the development of new business protocols and processes, ensuring alignment with market needs and maximizing profitability. Oversaw the establishment of key operational metrics and KPIs, ensuring visibility and.
  • Led the pivotal Alex Brown Merger as Project Manager for the Retirement Plan Services workstream. Conducted gap analysis for a major company acquisition, ensuring seamless integration and process alignment.
Sep 2012 - Sep 2016

Assistant Branch Manager

Achieva Credit Union
  • Ensured daily branch operations adhered to security protocols, fostering a secure and risk-free environment for both staff and customers. Contributed to community development by mentoring Academy of Finance summer.
  • Led the initiative to open a new credit union branch, driving operational efficiency and service excellence from inception.
  • Crafted an in-branch training program, which doubled monthly sales targets, transforming the branch's revenue generation capabilities.
Jan 2005 - Oct 2012
Team & coworkers

Colleagues at Dynasty Financial Partners

Other employees you can reach at dynastyfinancialpartners.com. View company contacts for 206 employees →

JW Jack Waltman Jack Waltman Colleague at Dynasty Financial PartnersSt Petersburg, Florida, United States, United States View → AS Anna Schrank Anna Schrank Colleague at Dynasty Financial PartnersSt Petersburg, Florida, United States, United States View → CD Carson Demberger Carson Demberger Colleague at Dynasty Financial PartnersSt Petersburg, Florida, United States, United States View → RT Ryan Tabris Ryan Tabris Colleague at Dynasty Financial PartnersSalt Lake City, Utah, United States, United States View → KC Katie Cook Katie Cook Colleague at Dynasty Financial PartnersQueens, New York, United States, United States View → DD Dylan Dierig Dylan Dierig Colleague at Dynasty Financial PartnersGreater Tampa Bay Area, United States View → CS Conor Shaughnessy Conor Shaughnessy Colleague at Dynasty Financial PartnersUnited States, United States View → JH Jenna Hampton Jenna Hampton Colleague at Dynasty Financial PartnersSt Petersburg, Florida, United States, United States View → AR Amélie Russo, Cfa Amélie Russo, Cfa Colleague at Dynasty Financial PartnersTampa, Florida, United States, United States View → PS Pamela Stross Pamela Stross Colleague at Dynasty Financial PartnersGreater Tampa Bay Area, United States View →
1 education record

Ashli Tomas education

FAQ

Frequently asked questions about Ashli Tomas

Quick answers generated from the profile data available on this page.

What company does Ashli Tomas work for?

Ashli Tomas works for Dynasty Financial Partners.

What is Ashli Tomas's role at Dynasty Financial Partners?

Ashli Tomas is listed as Senior Vice President, Head of Account Management and Advisory Billing at Dynasty Financial Partners.

What is Ashli Tomas's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Ashli Tomas at Dynasty Financial Partners.

Where is Ashli Tomas based?

Ashli Tomas is based in Greater Tampa Bay Area, United States, United States while working with Dynasty Financial Partners.

What companies has Ashli Tomas worked for?

Ashli Tomas has worked for Dynasty Financial Partners, Raymond James, and Achieva Credit Union.

Who are Ashli Tomas's colleagues at Dynasty Financial Partners?

Ashli Tomas's colleagues at Dynasty Financial Partners include Jack Waltman, Anna Schrank, Carson Demberger, Ryan Tabris, and Katie Cook.

How can I contact Ashli Tomas?

You can use AeroLeads to view verified contact signals for Ashli Tomas at Dynasty Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Ashli Tomas attend?

Ashli Tomas holds Bachelor Of Business Management, Business Administration And Management, General from University Of South Florida.

What skills is Ashli Tomas known for?

Ashli Tomas is listed with skills including Consumer Lending, Loans, Credit, Credit Unions, Retail Banking, Loan Origination, Mortgage Lending, and Banking.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Ashli Tomas you were looking for.

View similar profiles