Ashton
BNY Wealth - Associate, Client Service
- Role
- Private Wealth Management Associate, Client Service at Bny Wealth
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Ashton
As a 1st generation Vietnamese immigrant in my family, my mom and I took the risk to come…
Experience
Private Wealth Management Associate, Client Service
Aug 2023 — Present · Pittsburgh, PA, US
Support wealth managers assist UHNW individuals and families- Manage day-to-day portfolio activities and account maintenance needs- Performance reporting, investment proposals, and client meetings.
Education
The University of Akron
Accounting
2019
University of Pittsburgh
BSBA, Finance
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