Ashley Rae

About

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Experience

• Private Wealth Associate · AllianceBernstein03-01-2024

  As a Private Wealth Associate, likely responsible for supporting financial advisors in managing client portfolios, conducting research, and preparing financial reports.

• Workplace Wealth Advisor Training Program · UBS04-01-2023 – 02-01-2024

  Participated in a training program to develop skills in wealth management and advisory services, likely involving client interaction, financial planning, and investment strategies.

• Student Mentor · Kelley to Kelley Program08-01-2020 – 03-01-2023

  Guided a freshman mentee through their first year, holding bi-weekly meetings to discuss academic and personal challenges, setting goals, and providing advice.

• Global Finance Summer Associate · Capital Group06-01-2022 – 08-01-2022

  Participated in training sessions, analyzed procedures for account receivables and billing, and reconciled reports to ensure accurate financial records.

• Mental Health Chair · Delta Zeta Sorority01-01-2021 – 12-01-2021

  Led the mental health committee, organized events to support mental well-being, and developed wellness checks to connect and support sorority members.

Education

• Indiana University BloomingtonBachelor of Arts - BA, Finance, General

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