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Ashlee Rafeld Phones & Addresses

  • Dorchester Center, MA
  • North Scituate, MA
  • North Easton, MA
  • N Scituate, MA

Work

Company: Voya financial Jun 2006 Position: Investment advisor

Education

School / High School: Suffolk University- Boston, MA 2013 Specialities: Global MBA in Finance

Skills

Investments • Mutual Funds • Strategic Financial Planning • Asset Allocation • Financial Analysis • Financial Services • Securities • Retirement Planning • Wealth Management • Series 6 • Retirement • Corporate Finance • Financial Planning • Client Relations • Project Management • Strategic Planning • Account Management • Client Services • Client Liaison • Iras • Client Relationships Strengthening • Client Focus • Account Servicing

Interests

Event Planning • Fitness • Traveling • Volunteering

Industries

Financial Services

Resumes

Resumes

Ashlee Rafeld Photo 1

Relationship Manager

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Location:
262 Massapoag Ave, North Easton, MA 02356
Industry:
Financial Services
Work:
ING - Braintree, MA since 2006
ING Investment Advisor

State Street May 2005 - Aug 2005
Plan Administration
Education:
Suffolk University - Sawyer School of Management 2010 - 2013
GMBA, International Finance
Southern New Hampshire University 2002 - 2006
B.S., Economics and Finance, Minor in International Business
Skills:
Investments
Mutual Funds
Strategic Financial Planning
Asset Allocation
Financial Analysis
Financial Services
Securities
Retirement Planning
Wealth Management
Series 6
Retirement
Corporate Finance
Financial Planning
Client Relations
Project Management
Strategic Planning
Account Management
Client Services
Client Liaison
Iras
Client Relationships Strengthening
Client Focus
Account Servicing
Interests:
Event Planning
Fitness
Traveling
Volunteering
Ashlee Rafeld Photo 2

Ashlee Rafeld North Easton, MA

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Work:
Voya Financial

Jun 2006 to 2000
Investment Advisor

State Street Corporation
Boston, MA
May 2005 to Aug 2005
Plan Administrator

Education:
Suffolk University
Boston, MA
2013
Global MBA in Finance

Southern New Hampshire University
Manchester, NH
Sep 2002 to May 2006
Bachelor of Science in Economics/Finance

Suffolk University
Boston, MA
CFA Research Challenge in Finance

Ashlee L Rafeld from Dorchester Center, MA, age ~40 Get Report