Resumes
Resumes

Relationship Manager
View pageLocation:
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
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
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
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
Fitness
Traveling
Volunteering

Ashlee Rafeld North Easton, MA
View pageWork:
Voya Financial
Jun 2006 to 2000
Investment Advisor
State Street Corporation
Boston, MA
May 2005 to Aug 2005
Plan Administrator
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
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