Aj Bishop-Andrews Email and Phone Number
Are you a successful woman ready to redefine your relationship with wealth? I'm AJ, and I guide high-achieving women in refining wealth on their own terms, with confidence and clarity.MY APPROACH:* Personalized strategies aligned with your unique wealth definition* Empowerment through financial education* Holistic wealth refinement beyond traditional metrics* Support during life transitions* Legacy planning reflecting your visionWHO I SERVE:Career Trailblazers:You've reached professional heights but face challenges in refining your wealth strategy. I'll help you navigate complex financial decisions, ensuring your success aligns with personal fulfillment.Women in Transition:Life changes have presented an opportunity to redefine your financial identity. I'll guide you in crafting a wealth strategy that embraces your new chapter confidently.Empowered Entrepreneurs:Your business thrives, but personal finances need attention. I'll help you refine your approach to wealth, balancing entrepreneurial spirit with personal financial goals.WHY WORK WITH ME:* 18+ years in high-performance coaching and wealth refinement* Certified High Performance Coach* Featured in Forbes, Business Insider and HeyMama and moreCLIENT SUCCESS STORIES:"AJ helped me redefine wealth. I now have a strategy aligning with my values." - Sarah T., Tech Executive"After my divorce, AJ guided me to financial independence with empathy and expertise." - Linda M., Transitioning Professional"AJ helped me create a wealth blueprint honoring both business success and personal goals." - Emily R., Startup FounderReady to Refine Your Wealth?Let's explore how I can help you achieve financial clarity and confidence. Join my 9toThrive Pathways community of empowered women refining wealth on their terms. Follow for insights on personal finance and wealth redefinition.
9Tothrive Pathway
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Founder9Tothrive Pathway Oct 2023 - PresentOur Mission: To guide women as they refine wealth on their own terms, fostering financial confidence, clarity, and personal fulfillment. Who We Serve: * Career Trailblazers navigating complex financial landscapes * Women in Transition seeking to redefine their financial identity * Empowered Entrepreneurs balancing business success with personal wealth goals -
Key Private Client ExecutiveKeybank Aug 2022 - Nov 2023As the Key Private Client Executive, I am responsible for overall strategy design, implementation, execution and management across Retail Network and Wealth partnering closely with Business Banking and Consumer Lending to drive the Affluent Strategies across the network businesses. In collaboration with the Branch Network Executive and President of Wealth Management I am responsible for achieving market/business segment growth and financial objectives while ensuring adherence to compliance regulations and policies. -
Chief Of Staff, Wealth ManagementKey Private Bank Aug 2021 - Sep 2022As Chief Administrative Officer (CAO), I am responsible for managing the day-to-day strategy and operations of Wealth Management and in charge of overall business results of Key Investment Services, Private Bank, Family Wealth and Institutional Advisors. I work closely with our line of business leaders, Finance, HR, Marketing, Communication and Strategy team to support large scale business initiatives and strategic priorities. -
Managing Director, Regional Sales Manager - Unionbanc Investment ServicesUnion Bank Nov 2018 - Dec 2020Greater San Diego Area -
Regional Brokerage ManagerWells Fargo Advisors Jul 2014 - Oct 2018Beverly Hills Region -
Market DirectorJp Morgan Securities Aug 2011 - Jul 2014Greater Seattle Area -
Investment Manager, Financial AdvisorChase Investment Service Jul 2006 - Aug 2011Northern Arizona
Aj Bishop-Andrews Education Details
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Organizational Leadership -
Organizational And Business Communication
Frequently Asked Questions about Aj Bishop-Andrews
What company does Aj Bishop-Andrews work for?
Aj Bishop-Andrews works for 9tothrive Pathway
What is Aj Bishop-Andrews's role at the current company?
Aj Bishop-Andrews's current role is CEO & Founder | Certified High Performance Coach | Empowering Women to Redefine Wealth on Their Own Terms.
What schools did Aj Bishop-Andrews attend?
Aj Bishop-Andrews attended Seattle University, Purdue University.
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