Rinaldo Ritonga Email & Phone Number

Los Angeles, Ca, Us

New York , New York, Us

Delivering exceptional data experience that allows financial advisors to engage their clients and foster deeper relationships with them.

Pasadena, California, Us

Responsible for the security of corporate assets, infrastructure, technology and personnel and client data. Anticipating, assessing, and actively managing new and emerging threats. Worked with Chief Compliance Officer and Chief Operation Officer to align security initiatives with broader business objectives and mitigate the risk various of security threats pose to the company’s mission and goals.• Established data governance policies and procedures by authoring and enforcing the firm first information security policy based on NIST cybersecurity framework.• Designed and delivered comprehensive security awareness training programs to educate employees on best practices and mitigate human error.• Coordinated multiple departments effort to make the firm CCPA and GDPR compliant.• Attained Zero breach and no reportable cybersecurity event.• Hosted first ever West Coast FS-ISAC conference

Pasadena, California, Us

Built and designed all cloud-based network infrastructure solutions and applications to provide scalability, improved accessibility, cost efficiency and business continuity. Managed technology team that supports 600+ financial advisors and sales assistants and 50k+ end clients. • Incorporated cyber check to company’s intranet portal that allowed independent advisors to access firm’s network with their own computers safely. One of the first to be implemented in the wealth management industry. • Introduced Salesforce Service Cloud, an integrated omni channel customer support system, that reduced average case resolution time to less than 4 hours.• Designed and engineered the firm’s advisor facing website from the ground up to serve as a centralized platform with features such as daily blogs, video content, and single sign-on (SSO) that results in 500% increase of advisor’s engagement.

Pasadena, California, Us

Expanded and managed company’s IT infrastructure and corporate website. Spearheaded new advisor transition team to accomodate firm’s growth strategy.• Redesigned, implemented, and managed the firm’s network infrastructure ensuring seamless operations across all departments and branches.• Formalized new advisor onboarding process that resulted team transitioning more than 300 advisors with average transition time in less than 90 days.• Offered IT turnkey solutions to independent advisors which include tech support, hardware provision and branch network support. • Helped independent advisors built their brands and increase client engagement by building customized websites and email domains.

Pasadena, California, Us

• Supervised Muni bond trades as Municipal Securities Principal• Executed equity and fixed income trades on behalf of advisors or clients.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Business Administration - Bba