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%.

Scott Brewster

If we have met from one of my speaking engagements, please go ahead and send me a request to connect.  

I also attend as many hacking conferences as possible.  A hacker by birth, I truly believe that hackers are born and the training only exists to improve one's skills.  The mindset that a hacker has, however, is not something you can train.

Eagle Scout.



Specialties: #cybersecurity, #M365, #SharePoint, Information Technology Infrastructure Library (#ITIL) v3 and v4, Microsoft Operations Framework (MOF), Knowledge Management (#KM), and memes.

Chief Technology Officer

I support about 900 end users across 60 companies.

Everyone started to get their own domains at the end of the 90s.  Now, a lot of those law firms, accounting firms, and other small businesses are closing for retirement. What does that mean?  A domain with 25 years of solid history is available for sale to any malicious actor who wants that reputation score to bypass your antiquated spam security.  It happened today.  Client got emails from an attorney who retired last fall.  The bad part was that they were able to keep the M365 tenant and address book from his email.  Client was confused why she would get the OneDrive share link from someone she hadn't spoken to in years and asked us if it was phishy.  It was.  

Malicious actors like to send links to the malicious files this way because of email protection. Always be vigilant,  but you need other layers of security too.

Chief Technology Officer, M365 Architect, Speaker, and Author

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Ron Sharon

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