Open to opportunities

Ashley Shepard

@ashleyshepard1

Message

I keep financial operations organized while applying customer support, data analysis, and clear communication.

United States

Message

What I'm looking for

I'm looking for an operations-focused role where I can use organization, client support, data analysis, clear communication, and process improvement to keep daily work running smoothly.

I'm currently supporting an independent financial practice by managing confidential client files, follow-up materials, calendars, and administrative workflows. I also maintain secure environments at Allied Universal, document incidents accurately, and address visitor concerns with calm judgment.

Previously, I used SQL and Python as a Data Engineer Intern at Nightingale College to analyze workflows, improve processes, organize data, and support system reliability. My experience at Peloton, CreditAssociates, and Southwest Airlines strengthened my ability to resolve complex customer issues, manage high-volume communication, and build trust through empathetic service.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor Assistant

Current

Independent Practice

Sep 2024 - Present (1 year 11 months)

Manage financial files, client documents, and records with attention to detail and confidentiality. Support client relations and maintain administrative workflows.

Document Management Client Relations Calendar Management Administrative Support Confidentiality