Contact
12+
Years of
Experience
Ashley Connor
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Ashley Connor

Client Service Associate

Washington, D.C.

202.571.5796

Responsibility

Ashley is a highly reliable professional driven by a dedication to deliver outstanding client service. Her responsibilities include assisting advisors with account openings, fund transfers, the preparation of annual investment reports, and ongoing operational management of the D.C. office. Ashley's strong desire to facilitate success, for both clients and colleagues, underscores her genuine passion for assisting others.

Prior
Positions

  • 2 years at Bank of America Private Bank as Portfolio Management Senior Associate
  • 2 years at Bank of America – Consumer Lending as a Sales Support Associate
  • 1.5 years at Bank of America Merrill Lynch as Private Wealth Associate
  • 7 years at Wells Fargo Private Bank – Legal Specialty Group as Private Banking Associate

Credentials

  • B.A., Marymount University

Personal
Profile

Ashley resides in Frederick, MD, with her two toddlers, Marley & Mason. They enjoy trips to the beach, playing sports and spending quality time with family. Ashley is originally from Baltimore, MD.

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