AeroLeads people directory · profile
Ashley Lehaf Email & Phone Number
Advisor Consultant
at
Wealth.com
1 work email found
@wealth.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Advisor Consultant
Location
Los Angeles, California, United States
Company size
Who is Ashley Lehaf? Overview
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Quick answer
Ashley Lehaf is listed as Advisor Consultant at Wealth.com, a company with 162 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at wealth.com and a matched LinkedIn profile for Ashley Lehaf.
Ashley Lehaf previously worked as Manager of Associates | Financial Partnerships Business Development at Human Interest and Senior Associate of National Financial Partnerships at Human Interest. Ashley Lehaf holds Bachelor Of Science - Bs, Honors, Finance from University Of San Francisco School Of Management.
Company email context
Email format at Wealth.com
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{first}.{last}@wealth.com
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AeroLeads found 1 current-domain work email signal for Ashley Lehaf. Compare company email patterns before reaching out.
Profile bio
About Ashley Lehaf
I'm a dynamic and determined professional leader driven by a deep passion for inspiring positive change within organizations. Committed to meaningful, mission-driven work, I actively seek opportunities to drive impactful initiatives that challenge antiquated concepts and structures in society.I thrive in environments that prioritize innovation and inclusivity, especially those dedicated to creating a better world for underrepresented groups, including women and LGBTQ+ communities. My collaborative approach and forward-thinking mindset enable me to excel while working alongside like-minded individuals who share my dedication to fostering positive transformation.Let's connect and explore opportunities to drive meaningful change together!https://www.womeninfintech.com/https://www.wsj.com/articles/blackrock-worlds-largest-asset-manager-buys-stake-in-small-business-401-k-startup-11673575134?utm_source=LIO&utm_medium=OSC
Listed skills include Leadership, Customer Experience, Team Building, Public Speaking, and 43 others.
Current workplace
Ashley Lehaf's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth.Com
6 roles
Ashley Lehaf work experience
A career timeline built from the work history available for this profile.
Manager Of Associates | Financial Partnerships Business Development
Current
Jul 2022 - Present
Senior Associate Of National Financial Partnerships
Jan 2022 - Jul 2022
Financial Partnerships Associate
I joined as employee #90 (ish) to reinvent the retirement planning process. The easiest and most affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the financial futures of their employees.At Human Interest, we believe that all individuals deserve the opportunity for a secure financial.
Mar 2020 - Dec 2021
Private Wealth Management Associate
- AB is a leading global investment-management and research firm with more than $500 billion in AUM. AB serves a wide range of clients from institutions, individuals, and private clients.
- Partnered with five Financial Advisors to build their multimillion-dollar books of business and provided professional service functions such as portfolio analysis, account creation, and meeting preparation
- Interacted with clients to support all aspects of their servicing needs, required minimum distributions, cash flow requests, and financial questions
- Created long-term wealth forecasting projections for high-net-worth clients and prospects
Jul 2019 - Dec 2019
Benefit & Risk Management Consulting Intern
- A global insurance brokerage, risk management, and consulting firm helping clients address risk, protecting assets, and recovering from losses.
- Worked alongside Gallagher Sales & Underwriting teams as they met with clients and prospects to develop relationships and gain an understanding of the B2B insurance sales process
- Assisted in new business and renewal development to learn critical background information within a sales environment
- Participated in both team challenges and sales projects with four other peer interns
Jun 2018 - Aug 2018
3 education records
Ashley Lehaf education
Bachelor Of Science - Bs, Honors, Finance
University Of San Francisco School Of Management
Education record
Nyu Stern School Of Business
Associate’S Degree, Business Administration And Management, General
Saddleback College
FAQ
Frequently asked questions about Ashley Lehaf
Quick answers generated from the profile data available on this page.
What company does Ashley Lehaf work for?
Ashley Lehaf works for Wealth.com.
What is Ashley Lehaf's role at Wealth.com?
Ashley Lehaf is listed as Advisor Consultant at Wealth.com.
What is Ashley Lehaf's email address?
AeroLeads has found 1 work email signal at @wealth.com for Ashley Lehaf at Wealth.com.
Where is Ashley Lehaf based?
Ashley Lehaf is based in Los Angeles, California, United States while working with Wealth.com.
What companies has Ashley Lehaf worked for?
Ashley Lehaf has worked for Wealth.Com, Human Interest, Alliancebernstein, and Gallagher.
How can I contact Ashley Lehaf?
You can use AeroLeads to view verified contact signals for Ashley Lehaf at Wealth.com, including work email, phone, and LinkedIn data when available.
What schools did Ashley Lehaf attend?
Ashley Lehaf holds Bachelor Of Science - Bs, Honors, Finance from University Of San Francisco School Of Management.
What skills is Ashley Lehaf known for?
Ashley Lehaf is listed with skills including Leadership, Customer Experience, Team Building, Public Speaking, Personal Development, Salesforce.Com, Kpi Implementation, and New Leads.
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