Ashley Smith
Senior Account Executive @Raymond James
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WORK HISTORY
Senior Account Executive @Raymond James
St Petersburg, FL, US
Corporate Account Services Currently manages 22% of a $1.17 annual budget for Global Wealth Solutions for FY25Managed 22% of a $1.08 annual budget for Global Wealth Solutions for FY24Managed 40% of a $500k annual budget for Global Wealth Solutions in FY23Client experience including- Institutional Fiduciary Solutions- Retirement Plan Solutions- SHRM 401k Solutions by Raymond James- RIAC Advisors- NWPS- Institutional Consulting Services- Private Wealth Advisor ProgramFirm involvement- WIN Emerging Leaders Program Class of Oct 2023- Halloween Committee 2022- Holiday Committee 2023- HeartWalk Committee 2024
EDUCATION
Gulf Coast High School
High School Diploma
Florida Gulf Coast University
Master of Business Administration - MBA
University of South Florida
Bachelor of Science - BS, Muma College of Business: Marketing
ABOUT ASHLEY SMITH
Account Manager at Raymond James
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