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
- 2021 -now Director Of Client Development @
- 2016 -2019 Managing Partner @ Mission Financial Consulting
- 2015 -2016 Sr. Product Manager, Advisory Product Management @
- 2010 -2015 Sr. Internal Advisory Consultant @
- 2010 -2010 Sales Coordinator and Business Transient Sales Manager @
- 2008 -2010 Executive Assistant @
- 2008 -2008 Regional Marketing Consultant @ First Allied Securities, Inc.
- 2007 -2008 Regional Marketing Consultant @
- 2005 -2007 Senior Regional Sales Representative @
- 2005 -2005 Registered Client Service Associate @
- 2000 -2004 Registered Client Service Associate @
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
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Director Of Client Development
Texas, United States
Walter Cws
CEO | Certified Wealth Strategist
Bernards, NJ, US
Delker Saumier
Vice President Operations
Spring Valley, CA, US
Ritika Bansal
Client Relationship Manager
Bernards, NJ, US
Gabrielle Harrison
Director of First Impressions
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