Ashley S.

Role
Wealth Management Lead Client Associate at Merrill Lynch
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ashley S.

Passionate • Creative • Driven • Forward thinking innovator seeking full-time…

Experience

  1. Wealth Management Lead Client Associate

    Merrill Lynch

    Mar 2023 — Present

    Lead client associate to 5 senior financial advisors, as well as handling The Woodlands house accounts.

Education

  • Lone Star College-University Park

    Associate of Arts - AA, Art/Art Studies, General

  • University of Houston

    Bachelor of Science (B.S.), Retail Technology & Consumer Science, Business Sales Minor, 3.0 GPA

    2014 — 2018

  • Google Creative Campus

    Mobile Application Development, Information Technology

    2017 — 2017

  • The Sales Academy at the University of Houston

    Professional Business Sales, Selling Skills and Sales Operations

    2017 — 2018

  • Klein High School

    High School Diploma, Accounting and Business/Management

Skills

  • Inventory Management
  • Marketing
  • Research
  • Html
  • Customer Service
  • Social Media Marketing
  • Photoshop
  • Social Media
  • Online Advertising
  • Wordpress
  • Microsoft Office
  • Marketing Research
  • Xcode
  • Google Apps Script
  • Project Planning
  • Marketing Strategy
  • Strategy
  • Profit
  • Merchandising
  • Visual Merchandising
  • Telephone Skills
  • Apparel
  • Fashion
  • Purchasing
  • Online Marketing
  • Market Research
  • Salesforce
  • Google Adwords
  • New Business Development
  • Outlook
  • Advertising
  • Microsoft Word
  • Brand Development
  • Photography
  • Sales Management
  • Editing
  • Android Development
  • Blogging
  • Business Strategy
  • Entrepreneurship

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Ashley S. — Wealth Management Lead Client Associate at Merrill Lynch in Houston, TX, US | Unifers