Ron Sharon

Helping financial institutions & communities stay secure | CISO at PTMA Financial Solutions | CISSP, PMP, Scrum Master, ITIL

I’ve spent my career at the intersection of technology, business, and security leading teams, building programs, and protecting organizations against the threats that matter most.

🔹 At Ibotta, I helped scale IT and security during hypergrowth.
🔹 At Mercer Advisors, I rose to VP of Information Security directing a $6M tech spend, launching Security-as-a-Service, and boosting productivity by 15%.
🔹 At 360SOC, I led 30+ cybersecurity professionals, delivered 100% audit success across SOC 2/NIST/ISO/HITRUST, and built tools that generated $2M in annual revenue—while protecting clients from 100,000+ threats each year.

Today, I’m the CISO of PTMA Financial Solutions, serving 12,000+ local governments and 1,000+ financial institutions nationwide. My mission: safeguard client trust, strengthen community resilience, and make cybersecurity a business enabler.

Credentials: CISSP | PMP | Scrum Master | ITIL | Leadership Studies at University of Pennsylvania

Vice President Information Security

(Undisclosed) is a total wealth management firm that provides financial planning and investment management services. (Undisclosed) has a staff of over 900 in 80+ offices coast-to-coast, including financial advisors, attorneys, CPAs, and investment experts.

I brought order and structure to (Undisclosed) and transformed the entire IT department, including site security programs, information security platforms, and platform selection and management. Led a team of 20 and a $6M budget. Served as a trusted advisor to senior leadership and C-Suite executives. Set the strategic direction across (Undisclosed) and established and administered corporate information security policies and procedures.

Highlights of my accomplishments include:

•	Led an initiative to review current platforms and redevelop them in alignment with business needs. Worked closely with COO and began process of organizing data and managing assets. Saved ~$1M per year and improved processes and performance enterprise-wide. 

•	Directed a migration of 10k records to a new Salesforce platform that enabled the development of new platform features.

•	Steered the rollout of a new comprehensive security program Security as a Service (SOC), policies and procedures, passed audits without any deficiency letters, and reduced the threat of cyber security and phishing attacks by 80%.

Experienced senior manager with a demonstrated history of working in the government administration industry, public practice and private industry. Skilled in Financial Statement presentation, Investment Accounting, Accounting, Generally Accepted Accounting Principles (GAAP), and Income Tax. Holder of CPA, CMA, strong professional, graduate of Northern Alberta Institute of Technology (accounting diploma), and graduate of the Management Development and the Senior & Executive Managers' Development programs in the University of Alberta School of Business executive education program.

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