David Ash Email & Phone Number
Founder and AI Automation Architect @ Cerflo
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David Ash Location
- Boston, MA, US
David Ash Work
- 2025 -now Founder and AI Automation Architect @
- 2023 -2025 Director - Artificial Intelligence Architect @
- 2022 -2023 Senior Principal - Business Architect @
- 2017 -2022 Managing Director - Founder @ Sothis Strategies
- 2000 -2017 Executive Vice President and Partner @
David Ash Education
- Questrom School of Business, Boston University
Master of Business Administration (M.B.A.) (Finance)
- Questrom School of Business, Boston University
International Management Program (International Business)
- Westfield State University
Bachelor’s Degree (Accounting)
David Ash Skills
- Insurance
- Mutual Funds
- Banking
- Wealth Management
- Securities
- Financial Modeling
- Financial Analysis
- Mergers
- Management Consulting
- Risk Management
- Business Process Improvement
- Asset Managment
- Investments
- Process Improvement
- Business Strategy
- Competitive Analysis
- Business Analysis
- Valuation
- Business Development
- Financial Services
- Finance
- Strategy
- Mergers & Acquisitions
- Asset Management
- Management
- Strategic Planning
- PowerPoint
- Change Management
- Mergers and Acquisitions
- Services
- Writing
- SEC
- Booking Systems
- Customer Contact
- Consulting
- Market
- Channel
- Process Review
- Fixed Annuities
- Nasd
- Payments
- Expenses
- Vendors
- Lapsed
- Shared Services
- Sales
- Simplification
- Customer Retention
- Net
- 401k
- Structure
- Service Centers
- Savings
- 403 b
- Scholarships
- Japan
- Assessment
- Revenue
- Design
- Fixed Assets
- General Ledger
- Disbursement
- CRM
- Premises
- Mexico
- Rules
- Leadership
- Loan Servicing
- Staffing Analysis
- Monitors
- Cash Management
- Boston
- Business Transformation
- Lean Manufacturing
- Accounting
- Workflow
- Detailed Work
- Distribution Strategies
- Financials
- Profit
- Gaps
- Settlement
- Multi Site Operations
- Ash
- Cross Selling
- Forecasting
- System
- Business Services
- SMSC
- Process Flow
- Organizational Effectiveness
- Organizational Restructuring
- Life Insurance
- Consolidation
- Microsoft Office
- Cycle Time Reduction
- Budgeting
- Acquisitions
- Variable
- New Business Development
- Training
- Policy
- Customer Service
- Sla
- Image
- Project Management
- Organizational Design
- Research
- PMP
- Service Providers
- Reporting
- Process Redesign
- Shares
- Capital
- Financial Systems Implementation
- Cost Reduction
- Analysis
- Hardware
- London
- Los Angeles
- Liberty
- Concepts
- Vantage
- Information Technology
- RFP
- FIX Protocol
- Cast
- Month End
- Technology Evaluation
- Client Services
- Business Alignment
- Series 6
- Enablement
- Licensing
- Operations
- Workshops
- Microsoft Access
- Re Engineering Projects
- Document Management
- Rolling
- Project Planning
- Project
- Flows
- Small Business
- Dst
- Re Engineering
- Data Migration
- Standardization
- Computer Proficiency
- Staffing Models
- Internal Audit
- Analytical Review
- Six Sigma
- Awd
- Distribution
- International
- Business Units
- Google Groups
- Forms
- Sourcing
- Academic
- FASB
- Plan Administration
- Subsidiaries
- Visio
- Software
- FileNet
- Compliance
- Equities
- Throughput
- Profiles
- Phase
- Cash
- Business Process
- Manufacturing
- Internal Controls
- Interviews
- Weaknesses
- Invoicing
- Inter Company
- Hawaii
- Accounting Applications
- Budgets
- International Management
- Financial Reporting
- Risk
- Cost Benefit
- Tax Reporting
- Conceptual Modeling
- Dun
- Fit/Gap Analysis
- Retirement
- Expense Management
- Customer Service Operations
- Recruiting
- Evaluation
- Automation
- Selling
- Acquisition Integration
- Executive Management
- Program Management
- Team Building
- Customer Relationship Management
- Analytical Skills
- Cross Functional Team Leadership
- Business Planning
- Corporate Finance
- Financial Planning
- Variable Annuities
- Variable Life
- 401 Retirement Savings Plans
- Defined Contribution
David Ash Summary
- David Ash, based in Boston, MA, US, is currently a Founder and AI Automation Architect at Cerflo. David Ash brings experience from previous roles at BNY, Sothis Strategies and West Monroe. David Ash holds a Master of Business Administration (M.B.A.) in Finance @ Questrom School of Business, Boston University. With a robust skill set that includes Insurance, Mutual Funds, Banking, Wealth Management, Securities and more. David Ash has 2 emails and 1 mobile phone numbers on RocketReach.
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