Ashlie Pinson
Regional Director of Operations at Southern Orthodontic Partners- Claim this Profile
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Bio
Credentials
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Series 66
-Apr, 2017- Sep, 2024 -
Series 63
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Series 7
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Experience
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Southern Orthodontic Partners
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Regional Director of Operations
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Aug 2021 - Present
Multi-site healthcare professional who offers strong leadership coaching and management to 8 large orthodontic practices spanning 3 states; success begins with strong culture and grows with robust strategic planning and operations management. (Blue Sage - acquired by Southern Ortho August 2021) Multi-site healthcare professional who offers strong leadership coaching and management to 8 large orthodontic practices spanning 3 states; success begins with strong culture and grows with robust strategic planning and operations management. (Blue Sage - acquired by Southern Ortho August 2021)
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Blue Sage Dental Group
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United States
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Medical Practices
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1 - 100 Employee
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Director Of Operations
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Feb 2018 - Mar 2023
Provide operations leadership and development for multiple teams within a Dental Support Organization, as well as the many specialty dental practices that it serves with a focus on culture and core values. Provide operations leadership and development for multiple teams within a Dental Support Organization, as well as the many specialty dental practices that it serves with a focus on culture and core values.
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Wealth Advisor
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Mar 2017 - Feb 2018
Worked with high net worth clients to provide tailored financial advice, helping them to realize a secure financial future by connecting their long and short term goals with the actions necessary today to achieve them. Worked with high net worth clients to provide tailored financial advice, helping them to realize a secure financial future by connecting their long and short term goals with the actions necessary today to achieve them.
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Doctors Only
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Australia
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Financial Services
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1 - 100 Employee
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Director, Business Development
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Sep 2015 - Sep 2016
Responsible for helping multiple organizations create and execute business plans as they relate to the larger vision of Doctors Only. Each firm is uniquely devoted to the financial success of our physician clients via their distinguished field - primarily focused on strategic business planning, vendor management & negotiation, revenue & expense management, and creation of operational infrastructure. (Part of Larson Financial Holdings / Group) Responsible for helping multiple organizations create and execute business plans as they relate to the larger vision of Doctors Only. Each firm is uniquely devoted to the financial success of our physician clients via their distinguished field - primarily focused on strategic business planning, vendor management & negotiation, revenue & expense management, and creation of operational infrastructure. (Part of Larson Financial Holdings / Group)
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Larson Financial
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United States
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Financial Services
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1 - 100 Employee
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Senior Director, Corporate Development
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Dec 2007 - Sep 2015
Project leader with executive responsibilities that include oversight of firm marketing (digital and published media, brand communication and strategy, and client acquisition), advisor recruiting and sales team development & training. Producer/Sales/Contractor advocate. Transition and on-boarding communications coordinator. Active participant in vision casting and execution of organizational growth strategy. Member of Larson Financial Group and Doctors Only Operating Boards. Completed Lean Sigma Green Belt Training Course. Show less
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Education
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2001 - 2005
University of Missouri Trulaske College of Business
Dual Degree, Finance & Banking and Real Estate
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