“I’m proud to be part of a company that holds its employees to the same high standard of respect and care that it extends to its clients, and whose culture is second to none!”
Ashleigh’s Story
Ashleigh manages a wide range of administrative and operational responsibilities to ensure a seamless client experience. She handles all aspects of client account maintenance—including cashiering, new accounts, transfers of assets, systematic withdrawals, beneficiary updates, and charitable gifting—while supporting new client onboarding and account setup.
Outside of work, Ashleigh enjoys spending time with her husband, children, and family. She loves fishing, reading mystery and thriller novels, watching movies and TV series, and traveling within the U.S.
Specialties: client service, workflow optimization