Ashley S. Otey

Operations Associate
Office: Richmond, VA
Phone: 804.521.3345
Email:
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Ashley joins the Operations Services team to support 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 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