Ashley Upton Email & Phone Number
Relationship Management Associate @ Empower Retirement
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Ashley Upton Location
- Tulsa, OK, US
Ashley Upton Work
- 2016 -now Relationship Management Associate @
- 2017 -2022 Licensed Realtor @
- 2013 -2016 Retirement Education Specialist @
- 2011 -2013 Trade Specialist @
Ashley Upton Education
- University of Missouri-Kansas City
Bachelor of Science (BS) (Finance)
2007-2011
Ashley Upton Skills
- Series 6
- Series 63
- Mutual Funds
- Securities
- Investments
- Financial Services
- Banking
- Retirement Planning
- Fixed Income
- Wealth Management
- Finance
- Microsoft Excel
- Bonds
- Portfolio Management
- Financial Analysis
- Retirement
- Business Strategy
- Research
- Marketing Strategy
- Real Estate
- Commercial Real Estate
Ashley Upton Summary
- Ashley Upton, based in Tulsa, OK, US, is currently a Relationship Management Associate at Empower. Ashley Upton brings experience from previous roles at Keller Williams Realty, Inc., Empower Retirement and State Street Bank. Ashley Upton holds a 2007 - 2011 Bachelor of Science (BS) in Finance @ University of Missouri-Kansas City. With a robust skill set that includes Series 6, Series 63, Mutual Funds, Securities, Investments and more. Ashley Upton has 2 mobile phone numbers on RocketReach.
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