Ryan Mahoney, VP of Technology, plays a key role in Sequoia’s M&A integrations by leading CRM and application migrations. His work ensures that data transitions smoothly, enabling advisors and service teams to continue supporting clients without disruption.

Ryan thrives on the dynamic nature of M&A, embracing the ever-changing challenges that come with each integration. His primary focus is making the migration process as seamless as possible, helping teams understand how to effectively use Sequoia’s systems while minimizing friction. He sees his role as bridging the gap between the “Built for You” strategy and the day-to-day functionality that teams rely on to serve clients.

By keeping projects on track, maintaining clear communication with vendors, and automating processes where possible, Ryan ensures operational continuity. He believes that successful integrations begin with understanding the people behind the data—learning their roles, needs, and workflows before tackling the technical migration. His approach fosters collaboration, making the transition to Sequoia’s systems more efficient and intuitive.

His advice for those new to M&A integration? Speak up and stay open-minded. Change is constant, but listening to diverse perspectives is what helps build a stronger platform.