Ashley Tshuma

I'm pursuing financial data analysis and business analytics roles in financial services, combining client-facing wealth management work with data-driven decision support.

At Evergreen Wealth, I support high-net-worth clients across treasury bills, high-yield checking, high-yield savings, and investment solutions. I've analyzed FullStory session data and Morningstar reporting to validate system enhancements, improved passkey authentication workflows, and used Salesforce and Notion data to identify client-service bottlenecks.

I also built and maintained a cross-department Notion knowledge base for Client Service, Operations, and Advisory teams, reducing onboarding and training time for new hires. Previously at CAPTRUST, I analyzed monthly advisor productivity and performance metrics to inform strategic planning and supported leadership through reporting, communications, and presentations.

My background also includes financial-services and banking client support at Fidelity Investments, Chase, and BB&T. I'm a CFP® Candidate with an MBA in Business Analytics in progress and a BS in Business with a Finance concentration.