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Ashley Upton Email & Phone Number
Relationship Management Associate
at
Empower
2 work emails found
@kw.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Relationship Management Associate
Location
Tulsa, Oklahoma, United States
Who is Ashley Upton? Overview
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Quick answer
Ashley Upton is listed as Relationship Management Associate at Empower, based in Tulsa, Oklahoma, United States. AeroLeads shows a work email signal at kw.com and a matched LinkedIn profile for Ashley Upton.
Ashley Upton previously worked as Retirement Education Specialist at Empower Retirement and Licensed Realtor at Keller Williams Realty, Inc.. Ashley Upton holds Bachelor Of Science (Bs), Finance from University Of Missouri-Kansas City.
Company email context
Email format at Empower
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{first_initial}{last}@kw.com
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AeroLeads found 2 current-domain work email signals for Ashley Upton. Compare company email patterns before reaching out.
Profile bio
About Ashley Upton
Experienced Retirement Specialist with a demonstrated history of working in the financial services industry. Skilled in Securities, Bonds, Retirement Planning, and Mutual Funds. Strong education professional with a Bachelor of Science (BS) focused in Finance from University of Missouri-Kansas City. Also a real estate professional partnered with a firm that is committed to having a positive impact on their clients and their communities. Carries a passion for combining real estate and providing basic financial education.
Listed skills include Mutual Funds, Investments, Financial Services, Series 63, and 14 others.
Current workplace
Ashley Upton's current company
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5 roles
Ashley Upton work experience
A career timeline built from the work history available for this profile.
Relationship Management Associate
CurrentPartner directly with Relationship Managers to provide project management and strategic/tactical retirement plan reporting support. Requires me to possess high analytical interpretation abilities and relationship building skills. Expectations include refined problem-solving skills, excellent project management skills and the ability to thrive in a.
Jun 2016 - Present
Retirement Education Specialist
Compose customized letters for Participant's financial and/or legal proceedings. Provide clear and concise communication of plan information, policies, and procedures. Perform initial research and follow-up with individual participant related issues. Educate Participant's on the investment options that are available within their retirement plans and.
Jan 2013 - Jun 2016
Licensed Realtor
www.ashleyupton.kw.comI am a real estate professional with Keller Williams Realty, a firm that is committed to having a positive impact on their clients and their communities. A native to Kansas City, and graduated from the University of Missouri-Kansas City, where I received her BBA in Business Administration with an emphasis in Finance. During my career.
Apr 2017 - Apr 2022
Trade Specialist
Handle all client account work, ensure trades are being processed correctly and settling within the market.Resolve non-investment matters and compose correspondence to investment managers and brokers.Reconcile accounts; communicate with brokers, custodians and consultants, maintaining account instructions.
Jun 2011 - Jan 2013
1 education record
Ashley Upton education
FAQ
Frequently asked questions about Ashley Upton
Quick answers generated from the profile data available on this page.
What company does Ashley Upton work for?
Ashley Upton works for Empower.
What is Ashley Upton's role at Empower?
Ashley Upton is listed as Relationship Management Associate at Empower.
What is Ashley Upton's email address?
AeroLeads has found 2 work email signals at @kw.com for Ashley Upton at Empower.
Where is Ashley Upton based?
Ashley Upton is based in Tulsa, Oklahoma, United States while working with Empower.
What companies has Ashley Upton worked for?
Ashley Upton has worked for Empower, Empower Retirement, Keller Williams Realty, Inc., and State Street Bank.
How can I contact Ashley Upton?
You can use AeroLeads to view verified contact signals for Ashley Upton at Empower, including work email, phone, and LinkedIn data when available.
What schools did Ashley Upton attend?
Ashley Upton holds Bachelor Of Science (Bs), Finance from University Of Missouri-Kansas City.
What skills is Ashley Upton known for?
Ashley Upton is listed with skills including Mutual Funds, Investments, Financial Services, Series 63, Securities, Banking, Retirement Planning, and Wealth Management.
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