Ashley is the operational lynchpin of Uncork Capital. She was the firm’s first employee and helped establish all of its processes and systems. Her contributions and responsibilities touch every aspect of the business. Ashley's responsibilities include all operational, financial, legal, funding, budgeting, HR, events to ensuring the firm runs at top-notch performance.Ashley leads the Operations and Platform team at Uncork Capital, which is focused on one thing, adding value. She supports the portfolio companies by providing best practices, strategic partner introductions, cultivating the network, community knowledge sharing, curated high-impact events, recruiting support, and professional development opportunities. She gets a thrill from discovering the most efficient way to get from A to B, but her most treasured role at Uncork is fostering relationships. Ashley loves bringing people together, as seen by the passion she brings to planning our quarterly cocktail hours, partner-hosted dinners, the annual summer party and the Uncork Capital Summit — a 2-day event in which founders of Uncork companies come together to exchange ideas and learn from one another.

Executive Assistant to Managing PartnerMarketing Director Rosenbaum Financial, March 2007-Present• Developed Insurance Sales Marketing Plan: Targeted Sole Proprietors in need of disability insurance in the greater Portland area• Developed Marketing Materials for Insurance campaign targeted to Real Estate Agents across the United States• Worked one on one with insurance companies in RFQ’s, pricing of products and product development to meet clients needs• Designed Newsletters and Marketing pieces• Processed semi-monthly payroll through ADP, tracked hours of employees and PTO• Used ADP to track benefit plans, salaries, pay grades• Planned client events; including space arrangement, catering, invitations, cost management and entertainment; which produced 6mm plus in assets• Managed five large group insurance accounts; including billings, client management and monthly marketing campaigns to increase participation• Supported Managing Partner and acted as liaison relating important information between departments and organizations and did so accurately• Coordinated heavy travel arrangements both nationally and internationally• Lead and Coordinated staff meetings; prepared all materials and follow-up • Provided excellent client service for investment and insurance clients• Managed database and increased client contact efficiency• Scheduled all appointments with clients and CEO• Ordered supplies, oversaw equipment and scheduled maintenance• Point of contact for all employee needs; kept them private and handled each situation delicately and appropriately

• Supported two high level executives with scheduling, client relations, expensing, travel arrangements and client reports• Provided full administrative support • Planned department events; including location, catering, invitations & budgeting• Managed billing cycle of client invoices, analyzed incoming data & helped streamlined billing process & tracking• Analyzed work load of administrators and division of clients to help increase productivity of department• Acted as liaison between departments & CEO of firm; communicating events, needs & concerns of employees

• Assisted Senior Vice President-Wealth Management with market reviews, client relations and client proposals • Provided full administrative & operational support• Created & implemented managed account proposals as well as managed & rebalanced client accounts to maintain proper allocation• Planned client appreciation events/Seminars; including space arrangement, catering, invitations, cost management and entertainment• Developed pro-active client model, idea was to track clients needs/wants/thoughts to always remain one step ahead• Managed web-page, responsible for weekly updating of market newsand reports, seminars and branch events• Provided “Ritz-Carlton” service to entire client base• Researched stocks and their performance