Ashley M Gutierrez

Latam Awm Pb Client Onboarding Officer Uhnw Analyst @J.P. Morgan Asset Management

Dallas-Fort Worth, TX, US
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WORK HISTORY

Mar 2024 — Present

Latam Awm Pb Client Onboarding Officer Uhnw Analyst @J.P. Morgan Asset Management

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Plano, TX, US

Oversee data analysis for the Latin American team in the Asset and Wealth Management division- Know Your Client evaluation and Account Opening in Client Onboarding for UHNW

EDUCATION

2017 — 2020

Brigham Young University - Idaho

Bachelor of Science - BS

2017 — 2020

Brigham Young University - Idaho

Bachelor of Science (B.S.)

2013 — 2016

St. Mary's University

Bachelor of Arts (B.A.)

2015 — 2015

Imperial College London

Bachelor of Arts - BA

2021 — 2022

Texas Tech University

Master of Science - MS

ABOUT ASHLEY M GUTIERREZ

Asset & Wealth Management Professional Brigham Young University - Idaho Alumni with a Bachelor of Science in Business Finance. Graduate from Texas Tech University with a MS in Personal Financial Planning and a Certificate in Life-Centered Financial Planning. As well, a concentration in Certified Financial Planning, Venture Capital, start-up businesses, and Private Equity. My career interests include opportunities in Finance, Venture Capital, Data Analytics, Investments, Risk Management, and Financial Planning.

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Ashley M Gutierrez — Latam Awm Pb Client Onboarding Officer Uhnw Analyst at J.P. Morgan Asset Management in Dallas-Fort Worth, TX, US | Unifers