Carole Ayache

Carole Ayache Email and Phone Number

Client Services Manager at 1804 Financial Group @ 1804 Financial Group
falls church, virginia, united states
Carole Ayache's Location
Falls Church, Virginia, United States, United States
About Carole Ayache

• Proven management experience in the Financial Industry;• Finely honed organizational skills, highly motivated;• Confident and effective public speaker and facilitator;• Wide range of experience in Wealth Management;• Talent for quick and accurate assessment of clients’ needs;• Hands-on experience dealing with wide range of financial instruments and broad scope of investment vehicles;• Commitment to professional growth and development in financial services;• Fully computer literate;• Academic background in Finance and Economics;• Fluently bilingual - French and English.Specialties: • Investment Sales (consistently exceeded monthly and annual sales targets in the millions) (18years);• Project Management (6 years): in publication/production, marketing, IT resources (internal/external) • Mutual Fund Compliance (local & national) (3years), • Public speaking, instruction, sales training/product knowledge development and delivery (8 years);• Manage Brokerage office operations (3 years); • Institutional Trading, of bonds, commodities, currencies (4 years);

Carole Ayache's Current Company Details
1804 Financial Group

1804 Financial Group

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Client Services Manager at 1804 Financial Group
falls church, virginia, united states
Employees:
6
Carole Ayache Work Experience Details
  • 1804 Financial Group
    Client Services Manager
    1804 Financial Group Aug 2015 - Present
    Falls Church, Virginia, United States
  • Equitable Advisors
    Client Services Manager
    Equitable Advisors Aug 2011 - Present
    Falls Church, Va
  • Fiscal Integrity Services
    Founder
    Fiscal Integrity Services Feb 2009 - Present
    Economic developments have underscored the need for a back-to-basics type of financial counseling. I can assist those looking to secure their Family's financial well being by identifying built-in and dogmatic cash flow leaks, devising a reverse-engineered budget to compare to your ideal budget, developing helpful/sustainable debt reduction strategies to implement and finally putting in motion a debt-free timetable and calendar of events, that includes the review and monitoring of credit reports.
  • Bandaloop Llc
    Owner
    Bandaloop Llc Apr 2005 - Present
    Personal Fiscal Integrity Services:• Debt Counseling, • Cash Use Analysis, • Debt Reduction Strategy, • Credit Repair, • Taxes, • Consumer Advocacy.
  • Zlc Financial Group
    Business Family Succession Planning
    Zlc Financial Group Jan 2011 - Jun 2011
  • Pentagon Federal Credit Union/Cuso Financial Services
    Registered Sales Associate
    Pentagon Federal Credit Union/Cuso Financial Services Feb 2007 - Feb 2009
  • Ing Direct Funds Limited
    National Compliance Officer
    Ing Direct Funds Limited Feb 2005 - Apr 2005
  • Ing Direct Funds Limited
    Sales Officer, Bc Compliance Officer
    Ing Direct Funds Limited Jan 2002 - Feb 2005
  • Scotiabank
    Personal Investment Manager
    Scotiabank Mar 1995 - Sep 2001
  • Scotia Securities Inc,
    Product Analyst, Mutual Funds
    Scotia Securities Inc, Jan 1992 - Mar 1995

Carole Ayache Skills

Investments Financial Services Finance Strategy Wealth Management Management Retirement Trading Mutual Funds Analysis Strategic Financial Planning Sales Marketing Portfolio Management Coaching Budgets Asset Allocation Training Business Strategy Insurance Marketing Strategy Loans Corporate Finance Corporate Law Competitive Analysis Strategic Planning Bonds Social Media Marketing Estate Planning Financial Planning Leadership Project Management Customer Service Public Speaking Risk Management Financial Advisory Asset Management Retirement Planning

Frequently Asked Questions about Carole Ayache

What company does Carole Ayache work for?

Carole Ayache works for 1804 Financial Group

What is Carole Ayache's role at the current company?

Carole Ayache's current role is Client Services Manager at 1804 Financial Group.

What is Carole Ayache's email address?

Carole Ayache's email address is ca****@****ity.com

What skills is Carole Ayache known for?

Carole Ayache has skills like Investments, Financial Services, Finance, Strategy, Wealth Management, Management, Retirement, Trading, Mutual Funds, Analysis, Strategic Financial Planning, Sales.

Who are Carole Ayache's colleagues?

Carole Ayache's colleagues are Luther Ensminger, Alex Chisholm, Paul K. Martin, Cfp®, Chfc®.

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