Ashley Narvaez Email and Phone Number
Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James at
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Alex. Brown, a Division of Raymond James
Ashley Narvaez's Location
Philadelphia, Pennsylvania, United States, United States
Ashley Narvaez's Contact Details
Ashley Narvaez work email
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Ashley Narvaez personal email
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Ashley Narvaez phone numbers
About Ashley Narvaez
Ashley Narvaez is a Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James at Alex. Brown, a Division of Raymond James. They possess expertise in microsoft office, microsoft word, microsoft excel, powerpoint, research and 4 more skills. They is proficient in Spanish.
Ashley Narvaez's Current Company Details
Alex. Brown, A Division Of Raymond James
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Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James
Ashley Narvaez Work Experience Details
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Senior Registered Client Service AssociateAlex. Brown, A Division Of Raymond James Sep 2016 - PresentNew York, New York, Us• Solicits and receives orders for the Financial Advisor.• May enter unsolicited trades at the direction of the Financial Advisor.• Adheres to administrative duties (interacting daily on the phone and via email with prospects and existing clients).• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.• Assists Financial Advisors with client onboarding and creating reports using portfolio software programs.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Alex Brown - A Division of Raymond James, Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
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Student ConsultantSkidmore-Saratoga Consulting Partnership (Sscp) Jan 2016 - May 2016Saratoga Springs, Ny, Us• Carry out research and data collection through surveys and secondary research in order to gain market perception.• Recommend marketing, communications and social media initiative.• Draft actionable business plans and strategies to be implemented by Delaware North’s, Roosevelt Baths and Spa. -
Summer Alumni InternCiee Council On International Educational Exchange Jun 2015 - Aug 2015South Portland, Me, Us• Designed first-year study abroad program models through market research including data analysis, surveys and phone call outreach.• Presented a strategic recommendation for a future business plan to senior executives.• Attended weekly personal and career development seminar as a means of advancing my personal brand. -
College MentorFranklin Community Center Inc. Sep 2014 - Jan 2015• Mentored 45 disadvantaged elementary school students total at Greenfield Elementary and Geyser Road Elementary to achieve positive youth development through Project Lift after school programming.• Facilitated group activities designated to strengthen self-esteem and communication skills with the goal of equipping children with the information necessary to make healthy decisions.• Supported center operation with food pantry and holiday toy drives.
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Social Statistics TutorSkidmore College Sep 2014 - Jan 2015Saratoga Springs, Ny, Us• Supported students with use of principles and formulas relevant to statistics as well as helping to develop effective studying skills.• Provided one-on-one and group study sessions in statistics while working with STATA programming system. -
Summer Academy FellowRoosevelt Institute May 2014 - Aug 2014New York, Ny, Us• Tasked with a team based challenge designated to ensure that development projects in NYC drive economic stability and social inclusion, thereby creating greater opportunity for poor communities and communities of color who reside in rapidly changing neighborhoods.• Effectively collaborated in a group of five engaging in policy research and analysis focusing on the Bronx area.• Created a policy proposal for small businesses in the Bronx in negotiating lease renewal with the help of Fordham students which was showcased to the NYC Office of Management and Budget as well as to the Center for Social Inclusion. -
Academy FellowshipRoosevelt Institute May 2014 - Aug 2014New York, Ny, Us• Tasked with a team-based challenge ensuring that development projects in NYC drive economic stability and social inclusion, creating greater opportunity for poor communities residing in rapidly changing neighborhoods.• Effectively collaborated in a group of five engaging in policy research and analysis focusing on the Bronx area.• Created a policy proposal for small businesses in the Bronx in negotiating lease renewal with the help of Fordham students, which was showcased, to the NYC Office of Management and Budget as well as to the Center for Social Inclusion.
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Project Manager For Summer Of ServiceNyc Department Of Youth & Community Development May 2014 - Aug 2014New York, New York, Us• Collaborated with DYCD in the distribution of $30,000 USD in grant funds to Community Based Organizations seeking to strengthen communities, help neighbors in need, education, health, emergency preparedness or beautify the environment in low-income neighborhoods.• Developed portfolios as well as organized grant information for 12 CBO's from all 5 boroughs onto Excel spreadsheets.• Effectively worked in a team of 3 to provided weekly support to projects seeking to help more New Yorkers connect to service opportunities, especially youth volunteers.
Ashley Narvaez Skills
Microsoft Office
Microsoft Word
Microsoft Excel
Powerpoint
Research
Strategic Planning
Stata
Qualtrics
Spss
Ashley Narvaez Education Details
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Universitat Pompeu FabraInternational Business And Marketing -
The Baccalaureate School For Global EducationIb Diploma Programme
Frequently Asked Questions about Ashley Narvaez
What company does Ashley Narvaez work for?
Ashley Narvaez works for Alex. Brown, A Division Of Raymond James
What is Ashley Narvaez's role at the current company?
Ashley Narvaez's current role is Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James.
What is Ashley Narvaez's email address?
Ashley Narvaez's email address is an****@****ore.edu
What is Ashley Narvaez's direct phone number?
Ashley Narvaez's direct phone number is +120755*****
What schools did Ashley Narvaez attend?
Ashley Narvaez attended Universitat Pompeu Fabra, The Baccalaureate School For Global Education.
What skills is Ashley Narvaez known for?
Ashley Narvaez has skills like Microsoft Office, Microsoft Word, Microsoft Excel, Powerpoint, Research, Strategic Planning, Stata, Qualtrics, Spss.
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