Ricardo Islas

Ricardo Islas is an experienced professional with over 20 years in the financial services industry, currently serving as a Customer Success Manager at Docupace since January 2021. Previously, as a Product Owner at Cetera Financial Group, Ricardo developed innovative FinTech product features and improved client satisfaction through enhanced technology solutions. At Fidelity Investments, Ricardo contributed as a Director, Technology & Operations Consultant, building strong relationships with Registered Investment Advisors (RIAs) to facilitate growth and client engagement. Earlier roles at Cetera Advisor Networks LLC included managing advisor training programs and co-managing a resource center focused on exceptional service delivery. Ricardo began the career as an Equity Trader, excelling in high-volume trading environments. Education was completed at California State University, Los Angeles.