Ashley Pedersen Email & Phone Number
Director Of Client Development @ Wealth Financial Partners, LLC (Avantax)
Ashley Pedersen Location
Texas, United States
Ashley Pedersen Work
- 2021 - now Director Of Client Development @ Wealth Financial Partners, LLC (Avantax)
- 2016 - 2019 Managing Partner @ Mission Financial Consulting
- 2015 - 2016 Sr. Product Manager, Advisory Product Management @ LPL Financial
- 2010 - 2015 Sr. Internal Advisory Consultant @ LPL Financial
- 2010 - 2010 Sales Coordinator and Business Transient Sales Manager @ Westin Hotels & Resorts
- 2008 - 2010 Executive Assistant @ Westin Hotels & Resorts
- 2008 - 2008 Regional Marketing Consultant @ First Allied Securities, Inc.
- 2007 - 2008 Regional Marketing Consultant @ Dunham
- 2005 - 2007 Senior Regional Sales Representative @ Voya Investment Management
- 2005 - 2005 Registered Client Service Associate @ Morgan Stanley
Ashley Pedersen Education
- University of California, Irvine
BA
Ashley Pedersen Skills
- Series 7
- Financial Services
- Wealth Management
- Retirement Planning
- Mutual Funds
- Portfolio Management
- Series 63
- Asset Allocation
- Investment Strategies
- Alternative Investments
Ashley Pedersen Summary
Ashley Pedersen, based in Texas, United States, is currently a Director Of Client Development at Wealth Financial Partners, LLC (Avantax). Ashley Pedersen brings experience from previous roles at Mission Financial Consulting, LPL Financial and Westin Hotels & Resorts. Ashley Pedersen holds a BA @ University of California, Irvine. With a robust skill set that includes Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds and more. Ashley Pedersen has 3 emails on RocketReach.
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Top Wealth Financial Partners, LLC (Avantax) Employees
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Delker Saumier
Vice President Operations at Wealth Financial Partners, LLC (Avantax)
Spring Valley, CA, US12 -
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