Years of experience: 12

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Ashley's Career Path
Eligibility WorkerMay. 2022 -
Apr. 2023
State of ConnecticutEligibility Worker
Waterbury, Connecticut, United StatesApplying state policy and requirements to residents apply for and renewing their CT state assistance benefits.
Customer Service RepresentativeJan. 2022 -
May. 2022
Infinex Financial GroupCustomer Service Representative
Meriden, Connecticut, United StatesClient and broker CSR for the I.T. department following FINRA regulations and security clearance. Primary duties were to process client paperwork and check for clerical errors and avoid rejections by performing quantity control processes for the brokers. Building user profiles and maintaining proper securities and services accessibility based on staffing licenses obtained by employees. Establ...
Financial AdvisorJun. 2021 -
Nov. 2021
Lincoln TechFinancial Advisor
Shelton, Connecticut, United StatesBrought in for specific assignment of assisting Admissions advisors with transition to completely remote work-life balance. Day-to-day activites were under financial aid department where I cleaned up existing student files, managed new student documentation and aid plans. Building finance plans based on eligibility for grants and assuring LTI had secured payment plans from current and new stu...

Ashley's Posts

  • How I can help you

    Address hiring challenges: Enhance employee motivation, train and develop HR. Our competitive edge: Deep industry expertise from retail to education, adept at managing groups of all sizes, backed by 20 years of entrepreneurial success.

  • People I am looking for

    Ideal clients: - Companies aiming to boost productivity - Firms seeking a positive work environment - Organizations focusing on employee satisfaction and engagement

  • Experience & Cases

    Key achievements: - Recovered $28M in student loans in 8 weeks - Developed COVID-compliant self-service kiosks - Popular for 1-1 goal coaching. Clients: Lincoln Tech, Job Corps, Post University

  • How to contact

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