Jane Ash
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Jane Ash Email & Phone Number

Client Services Manager at Cornerstone Financial Partners, LLC
Location: Greater Boston, United States 10 work roles 2 schools
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Role
Client Services Manager
Location
Greater Boston, United States
Company size

Who is Jane Ash? Overview

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Jane Ash is listed as Client Services Manager at Cornerstone Financial Partners, LLC, a with 2 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Jane Ash.

Jane Ash previously worked as Client Services Manager at Raymond James and Client Services Manager at Law Office Of Julie Low, Pllc. Jane Ash holds Bs, Recreation/Business Administration from Gordon College.

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Email format at Cornerstone Financial Partners, LLC

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Cornerstone Financial Partners, LLC

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Profile bio

About Jane Ash

Jane supports the practice's Financial Advisors in the delivery of needs-based financial strategies for their investment management and financial planning clients. She provides exemplary client services through ongoing communications, document processing, the resolution of issues and ongoing support. She also maintains and administers the daily office operations and assists in the marketing efforts and sales processes.------------------------------------------------------------------------------------------------------------------------------------Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Cornerstone Financial Partners LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Listed skills include Leadership, Team Building, Social Media, Public Speaking, and 21 others.

Current workplace

Jane Ash's current company

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Cornerstone Financial Partners, LLC
Cornerstone Financial Partners, Llc
Client Services Manager
bethesda, maryland, united states
Website
Employees
2
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10 roles

Jane Ash work experience

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Client Services Manager

Law Office Of Julie Low, Pllc

Beverly, Ma

Managed full array of services for over 75 clients at any given time. Maintained constant communication and follow up with clients from initial intake to matter closing. Created and distributed documents and correspondence. Ensured the smooth operation and organization of 1200 square foot office. Acted as liaison with external contacts, including referral sources and vendors. Ensured accuracy of checking accounts and monitored accounts payable and receivable records.

Jun 2012 - Sep 2016

Operations Manager

Siemasko + Verbridge

Ran the firm's operations while preventing 'death by 1000 cuts' for the firm's Principals and design staff. Ensure all operations run smoothly. Oversee all IT and HR functions, as well as facility mananagment.

Sep 2010 - Sep 2011

General Manager

Bass River Golf Management

Managed all operations of the Beverly Golf & Tennis Club which included an 18-hole municipal golf course, 10 outdoor, clay tennis courts, 60-seat pub, 35-seat Italian restaurant and function facilities for up to 180 guests Hired and supervised 7 department managers including Director of Golf, Director of Tennis, Golf Course Superintendent, Function Manager; Created annual budget with focus on income enhancement and cost controlFacilitated the addition of a 35-seat Italian restaurant opened in October 2008Facilitated the promotion, marketing and advertising for all areasAttended networking events to promote the clubServed as a liaison between Bass River Golf Management and the City of BeverlyHandled all human resource responsibilities for staff of 50+Maintained all operating systems including member management software, voice mail, credit card processing, restaurant software and club websiteLiaison to vendors to facilitate repairs as neededSupervised a summer intern in summer of 2008 and fall of 2009Streamlined communication systems including phones, cable and internetPublished monthly newsletters

Apr 2008 - Nov 2009

Manager

Bass River Tennis Club

Responsible for all operations of a 10-court, indoor tennis facility Hiring, training and firing of 20+ employees including tennis staff, member service representatives, maintenance staff, nursery staff and office staff Created annual budget with focus on income enhancement and cost control Facilitated addition of a 2-court tennis building in August 2003Published 8 newsletters per yearImplemented the addition of state of the art membership management software and an on line booking systemMaintained all operating systems (voice mail, website, software and hardware)Liaison for all outside vendors (i.e. cleaning company, electricians, plumbers, HVAC, vending, phones, security company)Maintained inventory for pro shop and vending machinesPromoted and maintained memberships and good public relationsMaximized court usageClub security and safety implementation (CPR, liaison to insurance liability company, maintain visual inspection and snow removal logs, etc)

Nov 1997 - Apr 2008

Manager

Tara Club At Sheraton Hotel Braintree

Managed all operations of a 500-member health club located in the former Sheraton Tara Hotel in Braintree, MA. Facilities included indoor and outdoor pools, fitness, racquetball courts and aerobics studio.

Apr 1997 - Nov 1997

Assistant Manager

Manchester Athletic Club

I worked as a liaison between the general manager and 8 department managers to ensure the smooth operation of a 2000-member, multi-recreational facility that included tennis, fitness, aerobics, basketball/volleyball court, indoor and outdoor pools, food service and a nursery. Hired/trained all front desk staff to provide exemplarily member service. Published a monthly newsletter to keep all members informed of the latest activities and events.

Mar 1986 - Apr 1997

Wedding Reception Coordinator

King'S Grant Inn
Jan 1986 - Jan 1990

Banquet Services

Pinebrook Country Club
Jan 1983 - Jan 1986
2 education records

Jane Ash education

High School

Oakmont Regional
FAQ

Frequently asked questions about Jane Ash

Quick answers generated from the profile data available on this page.

What company does Jane Ash work for?

Jane Ash works for Cornerstone Financial Partners, LLC.

What is Jane Ash's role at Cornerstone Financial Partners, LLC?

Jane Ash is listed as Client Services Manager at Cornerstone Financial Partners, LLC.

Where is Jane Ash based?

Jane Ash is based in Greater Boston, United States while working with Cornerstone Financial Partners, LLC.

What companies has Jane Ash worked for?

Jane Ash has worked for Cornerstone Financial Partners, Llc, Raymond James, Law Office Of Julie Low, Pllc, Siemasko + Verbridge, and Bass River Golf Management.

Who are Jane Ash's colleagues at Cornerstone Financial Partners, LLC?

Jane Ash's colleagues at Cornerstone Financial Partners, LLC include Jennifer Asher and Gabriele Catalano.

How can I contact Jane Ash?

You can use AeroLeads to view verified contact signals for Jane Ash at Cornerstone Financial Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jane Ash attend?

Jane Ash holds Bs, Recreation/Business Administration from Gordon College.

What skills is Jane Ash known for?

Jane Ash is listed with skills including Leadership, Team Building, Social Media, Public Speaking, Human Resources, Insurance, Sales, and Event Planning.

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