Ashley joined our team in 2026. She works closely with our advisor and clients to ensure financial transactions are completed smoothly, requests are handled efficiently, and day-to-day processes run seamlessly. Her proactive approach and strong attention to detail help maintain the high level of service our company is known for.
In her role, Ashley is recognized for her strong client communication skills and her ability to execute work efficiently while maintaining accuracy and care.
Primary Responsibilities:
- Overseeing the successful completion of financial transactions
- Assisting clients with service needs and account maintenance requests
- Preparing and processing account paperwork, including new accounts and updates
- Coordinating with custodians and internal team members to ensure timely, accurate execution
Ashley earned her B.A. from Siena University, graduating summa cum laude.
Ashley currently lives in Baldwinsville, NY.