Kristin Ashman Email & Phone Number
Wealth Planning Manager and Business Practice Manager @ J.P. Morgan
Kristin Ashman's Location
New York, NY, US
Kristin Ashman's Work
- Wealth Planning Manager and Business Practice Manager @ J.P. Morgan
- Senior Managing Director, Wealth Planning Manager and Business Practice Manager @ First Republic Private Wealth Management
- Senior Managing Director and Regional Team Lead @ First Republic Private Wealth Management
- Senior Vice President and Regional Trust Head @ Brown Brothers Harriman
- Assistant Client Account Manager @ Bessemer Trust
- Assistant Trust Officer @ Citi
- Wealth Management Associate @ First Union National Bank
- Social Development Fund Intern @ Council of Europe
Kristin Ashman's Education
- The Wharton School
- New York Law School
JD
2001 - 2005 - Syracuse University
Bachelor's Degree (Economics, International Relations, & French)
1994 - 1998
Kristin Ashman's Skills
- Trusts
- Wealth Management
- Investments
- High Net Worth Individuals
- Financial Advisory
- Estate Administration
- Estate Law
- Asset Allocation
- Tax
- Estate Planning
Kristin Ashman's Summary
Kristin Ashman, based in New York, NY, US, is currently a Wealth Planning Manager and Business Practice Manager at J.P. Morgan, bringing experience from previous roles at First Republic Private Wealth Management, Brown Brothers Harriman & Co. and Bessemer Trust. Kristin Ashman holds a The Wharton School. With a robust skill set that includes Trusts, Wealth Management, Investments, High Net Worth Individuals, Financial Advisory and more, Kristin Ashman contributes valuable insights to the industry. Kristin Ashman has 1 email and 1 mobile phone number on RocketReach.
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