Ashley Pedersen Email & Phone Number
Director Of Client Development @ Wealth Financial Partners, LLC (Avantax)
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Ashley Pedersen Location
- Texas, United States
Ashley Pedersen Work
- Director Of Client Development @ (September 2021 - Present)
- Managing Partner @ Mission Financial Consulting (August 2016 - December 2019)
- Sr. Product Manager, Advisory Product Management @ (April 2015 - August 2016)
- Sr. Internal Advisory Consultant @ (October 2010 - April 2015)
- Sales Coordinator and Business Transient Sales Manager @ (February 2010 - October 2010)
- Executive Assistant @ (December 2008 - February 2010)
- Regional Marketing Consultant @ First Allied Securities, Inc. (January 2008 - October 2008)
- Regional Marketing Consultant @ (February 2007 - January 2008)
- Senior Regional Sales Representative @ (August 2005 - February 2007)
- Registered Client Service Associate @ (January 2005 - December 2005)
- Registered Client Service Associate @ (January 2000 - March 2004)
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
- Investment Advisory
- Securities
- 401k
- FINRA
- Retirement
- Investments
- Trading
- 401(k) Retirement Savings Plans
- Financial Advisory
- Asset Management
- Succession Planning
- Investment Advisory Services
- 401K Retirement Savings Plans
- SAN
- 401 Retirement Savings Plans
Ashley Pedersen Summary
- Ashley Pedersen, based in Texas, United States, is currently a Director Of Client Development at Wealth Financial Partners, LLC. 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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Wealth Financial Partners, LLC (Avantax) Employees
Ashley Pedersen
Director Of Client Development
Texas, United States
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