Austin Ash Email & Phone Number

As Director of Advisory & Strategic Partnerships, I work with fee-only RIAs to provide concierge insurance solutions to their clients, with emphasis on advanced planning strategies for high net worth individuals. In addition to this, I oversee and facilitate insurance transactions for our strategic partners, with focus on other Integrity Partner Firms.About myself: I’m a proud 3rd-generational member of Ash Brokerage, prior to which I was an Investment Banking Analyst for Piper Sandler’s Consumer Group in San Francisco, focusing on M&A advisory, financial modeling, and other transaction-related workflows. I attended Northwestern University, at which I earned my B.A. in Economics and Psychology.About my employer: Ash Brokerage is committed to making an impact – in business and in lives. With a small-company feel and large-company capabilities, we’re focused on building relationships – and transforming the financial services industry. Providing access to innovative insurance solutions, including life insurance, annuities, long-term care and disability income insurance, we take our responsibility to heart. Our partners and their clients receive personal, caring service that is results-driven.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer]

Listed skills include Leadership, Team Building, Social Media, Sales, and 16 others.