Ashlee Fox Email & Phone Number
Technology and Operations Integration Officer @ Rockefeller Capital Management
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Ashlee Fox Location
- Bluffton, SC, US
Ashlee Fox Work
- 2026 -now Technology and Operations Integration Officer @
- 2024 -2026 Client Relationship Manager @
- 2022 -2024 Weath Management @
- 2022 -2022 Vice President @
- 2021 -2022 Planning Consultant @
- 2020 -2020 Registered Client Service Associate @
- 2015 -2020 Wealth Management @
Ashlee Fox Education
- Purdue Global
Bachelor of Finance (Wealth Management and Financial Planning)
2021-2024
Ashlee Fox Skills
- Banking
- Retail Banking
- Commercial Banking
- Cross Selling
- Deposits
- Cash Management
- Customer Support
- Product Development
- Cash Handling Experience
- Lines Of Credit
- Branch Banking
- Sales
- Team Building
- Cold Calling
- Account Management
- Debit Cards
- Cash Flow Lending
- ACH
- Financial Services
- Residential Mortgages
- Refinance
- Loan Servicing
- Credit Cards
- Customer Experience
- Banking Relationships
- Internet Banking
- Customer Service
- Home Equity Lines of Credit
- Relationship Management
- SBA
- Credit Risk
- Treasury Management
- Personal Banking
- Teller Operations
- Credit Analysis
- Consumer Lending
- Loans
- Investment Management
Ashlee Fox Summary
- Ashlee Fox, based in Bluffton, SC, US, is currently a Technology and Operations Integration Officer at Rockefeller Capital Management. Ashlee Fox brings experience from previous roles at Rockefeller Capital Management, Morgan Stanley, oXYGen Financial and Fidelity Investments. Ashlee Fox holds a 2021 - 2024 Bachelor of Finance in Wealth Management and Financial Planning @ Purdue Global. With a robust skill set that includes Banking, Retail Banking, Commercial Banking, Cross Selling, Deposits and more. Ashlee Fox has 2 emails and 3 mobile phone numbers on RocketReach.
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