RIA in a Box Appoints Oriana DeRose as Senior Vice President of Sales

CLEVELAND, Oct. 23, 2018 /PRNewswire/ -- RIA in a Box, a leading provider of compliance, operations and registration software solutions for the wealth management industry, today announced the addition of Oriana DeRose to its team as senior vice president of sales. In her new role, DeRose will be responsible for designing and executing RIA in a Box's overarching sales strategy across verticals to maximize its visibility in the wealth management space. 

DeRose brings more than 20 years of experience to the RIA in a Box team, most recently having served as National Regulatory Services' (NRS) Vice President of Sales since 2006. During this time, she helped lead the company through a series of acquisitions and continued growth. She brings extensive information technology and software sales experience to RIA in a Box's growing sales team. 

"This is a truly exciting time to join RIA in a Box as we approach a new stage of national growth and product development," said DeRose. "I'm thrilled to contribute to the firm's ongoing mission of empowering independent advisors of all sizes by equipping them with the right technology tools to meet the evolving needs of their clients."

As senior vice president of sales, DeRose will help expand RIA in a Box's national presence through partnerships with state- and SEC-registered firms of every size. She will also be instrumental in leading the firm's client centric-service experience and fostering the company's continued growth.

"The addition of Oriana to the RIA in a Box team furthers our commitment to advisors and their clients," said RIA in a Box president GJ King. "She is a proven leader with the depth and quality of experience RIA in a Box needs to help scale our rapid growth, while continuing to forge meaningful industry partnerships. We have always prided ourselves on offering RIAs top-of-the-line technology to help facilitate their registration and compliance needs, and we know Oriana will undoubtedly help facilitate this same client experience in her role."

About RIA in a Box LLC

RIA in a Box is a leading provider of compliance software to the wealth management industry. Launched in 2005, RIA in a Box is led by Will Bressman and GJ King who transformed the business into the market leading SaaS-based compliance solution focused on the RIA industry. Over 1,700 RIAs of varying size use the platform to increase compliance workflow efficiency and to automate regulatory requirements. For more information about RIA in a Box, please visit: www.riainabox.com.

SOURCE RIA in a Box

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