Client Relationship Manager and Compliance Manager

Ashley has worked in the Insurance and Financial Services industry since she graduated from Davenport University in 2013, with her Bachelor's Degree in Marketing. Since then, she has obtained her National Life and Health Insurance Producer license in addition to the Series 65 license. She enjoys working with Advisors to understand and serve each client's needs and providing a personalized experience. Ashley is working toward attaining the CERTIFIED FINANCIAL PLANNER™ Certification. Prior to join Portfolio Solutions®, Ashley worked as an Office Coordinator at a financial advisory firm in Troy, Michigan.


Areas of Experience:

  • Client Relationship Management
  • PS Portal Navigation
  • Account Distributions & Contributions
  • Custodian Forms
  • Cash Requests
  • Account Openings & Transfers
  • Financial Industry Operations