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Ryan Bank-Soria Email & Phone Number

Managing Principal - Financial Consulting at AHEAD
Location: Mission Viejo, California, United States 5 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
AHEAD
Role
Managing Principal - Financial Consulting
Location
Mission Viejo, California, United States
Company size
3594 employees

Who is Ryan Bank-Soria? Overview

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Quick answer

Ryan Bank-Soria is listed as Managing Principal - Financial Consulting at AHEAD, a company with 3594 employees, based in Mission Viejo, California, United States. AeroLeads shows a matched LinkedIn profile for Ryan Bank-Soria.

Ryan Bank-Soria previously worked as Principal Consultant - Financial Strategy at Ahead and SVP Finance / CFO / Co-founder at Meta Solar. Ryan Bank-Soria holds Mini-Mba, High Honors Distinction from Harvard Business School.

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AHEAD

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Profile bio

About Ryan Bank-Soria

I am an entrepreneurial-minded and goal-driven finance and technology leader for startups and established corporations across diverse industries.As an action-oriented strategist, I excel at leading projects and initiatives to transform concepts into a new business practice to decrease costs, improve productivity, maximize profitability, and drive ongoing business growth. I also have experience leading pre-M&A due diligence and post-M&A integration exercises both as a consultant, and as an entrepreneur.I am highly regarded as a dynamic communicator, public speaker, and presenter with an innate talent for effectively relaying complex data-driven concepts to executive audiences while developing rapport and respect.I take pride in being a motivating servant leader who builds high-performing teams and cultivates an environment of collaboration, transparency, mutual respect, and support to align cross-functional business units toward achieving the company mission and vision.

Current workplace

Ryan Bank-Soria's current company

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AHEAD
Ahead
Managing Principal - Financial Consulting
Mission Viejo, CA, US
Website
thinkahead.com
Employees
3594
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Company profile
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5 roles · 13 years

Ryan Bank-Soria work experience

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

Managing Principal - Financial Consulting

Ahead

Mission Viejo, CA, US

Principal Consultant - Financial Strategy

Current
Ahead

Chicago, Illinois, United States

I am the regional leader of team of five senior consultants, three principal consultants, and 65 senior sales executives. I developed and owned 11 GTM products and solutions while ensuring strategic consulting value to a portfolio of 100+ clients and cultivating partnerships with senior technology executives as go-to-market financial strategy leader for.

Jun 2022 - Present

Svp Finance / Cfo / Co-Founder

Meta Solar

Laguna Niguel, CA

In this role, I oversaw all finance and operations post-sale for this startup. This included leading full lifecycle design and installation projects, financing, and supporting technology, including websites and CRMs. I also built and implemented systems to manage project budgets, control AP/AR, and automate tax reporting. Some highlights include: ►.

2016 - 2022 ~6 yrs

Vice President Of Operations

Native West

San Juan Capistrano, CA

In this position, I effectively managed operations and finances, including preconstruction, project management, accounting, and forecasting. Some notables include: ► Significantly improving profitability by restructuring the company into several branches and expanding into an innovative tree management service with full CDFA Organic certification.►.

2016 - 2017 ~1 yr

Product Manager

Elend Solutions

Foothill Ranch, CA

In this role, I led continuous development improvement of an automated credit reporting solution flagship product aligned with large competitors and major banks. I aligned with Agile developers and C-Suite on strategic goals, revenue targets, and customer requests. Some achievements include: ► Being the Product Owner for SaaS automotive credit tools to.

2013 - 2016 ~3 yrs
Team & coworkers

Colleagues at AHEAD

Other employees you can reach at thinkahead.com. View company contacts for 3594 employees →

JC Jomar Caburao Jomar Caburao Colleague at AheadPhilippines, Philippines View → RK Ramesh Kavuri Ramesh Kavuri Colleague at AheadHyderabad, Telangana, India, India View → KL Kara Link Kara Link Colleague at AheadCovington, Kentucky, United States, United States View → PK Priya Kshetri Priya Kshetri Colleague at AheadScottsdale, Arizona, United States, United States View → SJ Sahil Jutt Sahil Jutt Colleague at AheadLahore, Punjab, Pakistan, Pakistan View → DC David Cruz-Reyes David Cruz-Reyes Colleague at AheadAtlanta Metropolitan Area, United States View → MA Michael Annino Pmp® Michael Annino Pmp® Colleague at AheadNorth Kingstown, Rhode Island, United States, United States View → JL Jessica Larbes, Cpa Jessica Larbes, Cpa Colleague at AheadLoveland, Ohio, United States, United States View → BE Brandon Estep Brandon Estep Colleague at AheadCincinnati, Ohio, United States, United States View → VS Venkata Sai Bairaju Venkata Sai Bairaju Colleague at AheadHyderabad, Telangana, India, India View →
3 education records

Ryan Bank-Soria education

FAQ

Frequently asked questions about Ryan Bank-Soria

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

What company does Ryan Bank-Soria work for?

Ryan Bank-Soria works for AHEAD.

What is Ryan Bank-Soria's role at AHEAD?

Ryan Bank-Soria is listed as Managing Principal - Financial Consulting at AHEAD.

Where is Ryan Bank-Soria based?

Ryan Bank-Soria is based in Mission Viejo, California, United States while working with AHEAD.

What companies has Ryan Bank-Soria worked for?

Ryan Bank-Soria has worked for Ahead, Meta Solar, Native West, and Elend Solutions.

Who are Ryan Bank-Soria's colleagues at AHEAD?

Ryan Bank-Soria's colleagues at AHEAD include Jomar Caburao, Ramesh Kavuri, Kara Link, Priya Kshetri, and Sahil Jutt.

How can I contact Ryan Bank-Soria?

You can use AeroLeads to view verified contact signals for Ryan Bank-Soria at AHEAD, including work email, phone, and LinkedIn data when available.

What schools did Ryan Bank-Soria attend?

Ryan Bank-Soria holds Mini-Mba, High Honors Distinction from Harvard Business School.

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