Ashley S. Otey

As Senior Operations Associate, Ashley supports day-to-day operational functions around the firm and works closely with branch personnel and custodian partners to assist in processing firm-related and branch/client requests and issues. Ashley also works with the Head of Operations Services to determine best practices in updating procedures and educating personnel about custodian changes and internal process changes.

Experience:

• Client Service Associate, Truist Investment Services
• Securities Operations Service Specialist 5, Wells Fargo Advisors

Education:

• University of Phoenix, BS, Business Management