Ashley Pedersen Email & Phone Number
Director Of Client Development @ Wealth Financial Partners, LLC (Avantax)
5 free lookup(s).
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 on RocketReach.
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