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Ashley Pak Location
California, United States
Ashley Pak Work
2022 -now Vice President, Financial Consultant @
2017 -2022 Financial Consultant @
2011 -2017 AVP, Financial Advisor @
Ashley Pak Skills
Investments
Retirement Planning
Financial Planning
Portfolio Management
Asset Management
Banking
Series 7
Investment Advisory
Wealth Management
Retirement
Financial Advisory
Equities
Insurance
Risk Management
Securities
Finance
Financial Analysis
Mutual Funds
Financial Services
Asset Allocation
Business Development
Strategic Planning
Strategy
Financial Reporting
Integration
Management
Business Analysis
Sales
Microsoft Office
Ashley Pak Summary
Ashley Pak, based in California, United States, is currently a Vice President, Financial Consultant at Fidelity Investments. Ashley Pak brings experience from previous roles at Fidelity Investments and Merrill Lynch. With a robust skill set that includes Investments, Retirement Planning, Financial Planning, Portfolio Management, Asset Management and more. Ashley Pak has 2 emails and 3 mobile phone numbers on RocketReach.
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