Ashley Warda, Crpc® Email & Phone Number

Denver, Colorado, United States

Responsible for the beginning to end state of a new project or initiative. Daily responsibilities include time management to ensure proper completion of deadlines, delegating tasks and work streams to various internal partners, and open and effective communication about project progress to the project sponsor(s) and senior/executive leadership.

Managed the entire new hire program for 2022 as well as training development of all inbound and outbound advisors hired for the National Engagement Center. This included: developing program milestones ensuring all advisors went through FINRA licensing process as well as the coaching and development for on the job training and the consultative sales.

Financial planner managing a <$100k investor book of business with approximately 6,000 households and $200m in retail assets. Only planner with the ability to advise and manage every client in the EFE client segments.

Responsible for delivering exceptional customer service while building and maintaining a client relationship for 3-4 financial planners at a time. Showcased a great deal of attention to detail working on financial plans, trade execution, new account onboarding and funding, all while maintaining the company’s standard of excellence “white glove” service.

85% travel role visiting institutional sponsors on site, meeting with their employees to review their retirement plans, and recommending appropriate solutions as a result of a goals based conversation.

Phoenix, Arizona

Engaged both prospects and clients in a goals based discussion via the consultative sales approach. This role included a balance of exceeding personal sales goals, demonstrating proficient knowledge in financial planning, and maintaining efficient communication skills necessary for a contact center environment in order to meet service level requirements.

Glendale, AZ

Scottsdale, AZ

Glendale, AZ