Gavin Ashworth Email and Phone Number
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Gavin Ashworth is a Vice President | Healthcare Account Executive | US PRIDE Colleague Resource Group Co-Chair at Marsh at Marsh. He possess expertise in management, forecasting, marketing, human resources, customer service and 11 more skills.
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Vice President, Account Executive In The National Healthcare PracticeMarsh Sep 2024 - PresentSan Francisco, California, United States -
Assistant Vice President, Associate Account Executive, National Healthcare PracticeMarsh Nov 2021 - Sep 2024San Francisco, California, United States
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Client Service CoordinatorMarsh Nov 2019 - Nov 2021San Francisco, California• Manage client renewal lifecycle, including setting up strategy meetings, ensuring departments market and receive quotes, preparing proposal presentations, and coordinating binding coverage• Identify ways to continuously improve processes, conduct business, and complete daily responsibilities• Assist new hires with on-boarding process and job orientation• Manage logistics and assignments for all assigned client projects and initiatives• Created renewal tracker template to meet client expectations and compile policy documents by all timelines• Serve as Co-Chair on San Francisco Pride ERG and as a member on West Zone colleague resource group leadership committee hosting multiple ERG events and executing annual culture and diversity Insurance industry conference
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Operations SpecialistLiberty Group, Llc Sep 2018 - Jul 2019Oakland, California• Placed daily trades, completed account paperwork process, and worked with advisors to support and to cultivate client relationships.• Liaised with advisors and clients in managing and tracking day-to-day sales activities, programs, and products.• Created and implemented new policies, procedures, and CRM workflows to improve greater efficiency.• Identified as SME for new client onboarding, inquires, and withdrawals.• Monitored and regulated compliance tasks for Broker Dealer and Registered Investment Advisor department. -
Private BankingBny Mellon Jul 2016 - Jul 2018San Francisco, California• Collaborated with internal and external partners to develop and execute client sales and investment strategies• Worked with internal stakeholders, including credit officers, parallels, document reviewers, underwriters, and regional directors located throughout multiple U.S. branch offices.• Managed banking relationships for assigned portfolio of high net worth clients while monitoring inquires and requests, verifying documentation, and coordinating KYC/AML processes and procedures for portfolio.• Created a sales tracking process for private bankers to manage daily activities reducing input time by 75%.• Tested new company-wide software and created reports resulting in reduced report input time by 50%. -
Csd Associate- Corporate Actions-DividendsBny Mellon | Pershing Mar 2015 - Jul 2016Lake Mary, FloridaWorked in corporate actions, and dividend back office operations. Processed daily dividend payouts to client accounts, and suspended daily account balances/reconciliations. -
Dtc Settlements AssociateBny Mellon | Pershing Mar 2013 - Mar 2015Lake Mary, FloridaSettled 1,000+ trades daily, while collaborating with multiple departments to ensure timely corrections.
Gavin Ashworth Skills
Gavin Ashworth Education Details
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University Of North Florida - College Of Business AdministrationBusiness Administration And Management, General -
Coggin College Of Business, Aacsb AccreditedBusiness Management
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Lake Mary High School
Frequently Asked Questions about Gavin Ashworth
What company does Gavin Ashworth work for?
Gavin Ashworth works for Marsh
What is Gavin Ashworth's role at the current company?
Gavin Ashworth's current role is Vice President | Healthcare Account Executive | US PRIDE Colleague Resource Group Co-Chair at Marsh.
What is Gavin Ashworth's email address?
Gavin Ashworth's email address is g.****@****unf.edu
What schools did Gavin Ashworth attend?
Gavin Ashworth attended University Of North Florida - College Of Business Administration, Coggin College Of Business, Aacsb Accredited, Lake Mary High School.
What skills is Gavin Ashworth known for?
Gavin Ashworth has skills like Management, Forecasting, Marketing, Human Resources, Customer Service, Fmcg, Process Scheduler, Financial Services, Series 7, Relationship Management, Salesforce.com, Series 63.
Who are Gavin Ashworth's colleagues?
Gavin Ashworth's colleagues are Rosario Mencia, Bruno Pineda, Mike Perry, Valcir Rosa, Sze Mei Chu, Chris Distefano, Rosmery Arica.
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