Ashley is responsible for all operational and administrative client services. She has a passion for the investment industry as well as helping people. These traits combined give her the thorough ability to understand each client’s need and provide results effectively and efficiently.
- Holds Series 7 and 66 licenses
- Extensive knowledge in all areas of trading, back office operations, compliance, 401(k)
administration, 10b5-1 trading plans, stock options, restricted stock sales, Rule 144 transactions.
- Fitness, Travel, Volunteering for Community Service and Animal Rights