Ashley Ross

I am a seasoned financial services professional with extensive experience in client services, transaction coordination, and account administration. I have worked with broker-dealer processes, retirement plan transactions, and multiple industry platforms such as WealthCentral, DST Vision and Fidelity.

I combine financial operations expertise with hands-on leadership experience from managing a branch and training staff, and with childcare and caregiving roles that strengthened my communication, empathy and multitasking. I am currently a part-time Business and Organizational Leadership student at Franklin University Online while returning to the workforce after time as a stay-at-home parent.

I deliver accurate reconciliation, research and resolution for complex client requests, and I am committed to adaptable, client-focused work that values process, compliance and clear communication.