Ashley Tester

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Work history

wachovia securities May 2008 to the present

Registered Sales Assistant

tags: excel • wealth management • reporting • series 63 • customer service • administration • finance • financial services • financial planning • client management • registered representative • technology • series 7

How would you describe your time at wachovia securities?

Assists Financial Advisors by providing account information and quotes, establishing new accounts, entering orders and processing deliveries and payments.

Originates own correspondence on accounts with Financial Advisor???s approval.

Handles telephone calls and other inquiries, for ...

Susquehanna Financial Group LLLP June 2007 to the present

Specialty Retail Research Assosiate

tags: retail • research - analysis - report ... • excel • research • research & analysis

citigroup - Smith Barney June 2005 to May 2007

Registered Financial Planning Analyst

tags: wealth management • investment advisory • sales • financial planning • technology • marketing • client management • series 7 • project management • broker/dealer • financial services

cigna April 2004 to September 2004

corporate accounting intern

tags: reporting • editing • excel • accounting

philadelphia zoological society April 2003 to September 2003

financial accounting intern

tags: reporting • finance • editing • accounting • excel

university of pennsylvania - real esate & facil... April 2002 to September 2002

facilities accounting intern

tags: excel • finance • accounting • reporting

merlin indistries June 2001 to September 2001

assistant to production manager

tags: reporting • administration • accounting • production

Education

Drexel University September 2000 to June 2005

B.S. - Finance and International Business

tags: finance • college • philadelphia • university • education • degree

Ashley's Network

Jason Goldberg

Founder,

A New Stealthy St...

Heidi Sehrt

Executive Recruiter,

Foster McKay

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Philadelphia, PA

Work history

How would you describe your time at wachovia securities?

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