Ashley Barela
Denver,CO
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Sr. Product Experience Manager
Charles Schwab
03.2023 - Current
- Oversee the advisor experience for third party service providers like Money Managers, TAMPs, & Outsource Agents.
- Maintained relationships with key stakeholders, vendors, and customers to ensure a positive experience.
- Determine feasibility of implementing new and updated Advisor Services offerings based on function and serviceability.
Enterprise Account Manager
Charles Schwab
09.2021 - 03.2023
- Manage and grow existing RIA relationships, influencing positive change in their operations.
- Consult with RIAs on a broad range of business issues from best practices on business development, talent acquisition, and technology, to transitioning their practice to the next generation of leaders.
- Specializes in relationship management for TAMPs, IBDs and Corporate RIA relationships with Schwab.
Lead Sales Support Specialist
Charles Schwab
09.2017 - 09.2021
- Bridge the gap between sales and operations by assisting RIAs with tasks such as new firm setup, reporting, compliance, mergers & acquisitions.
- Lead on development and strategy for all Sales Support Specialist within Schwab while also partnering as a liaison to the TD Ameritrade merger.
Sr. Retirement Specialist
Empower Retirement
01.2016 - 08.2017
- Facilitated rollovers from old employer sponsored plans into new ones for retiring employees.
- Conducted detailed research into pension plans and other investment options suitable for clients' needs.
Education
Master of Science - Global Organizational Leadership
Colorado State University
Bachelor of Science - Business Administration And Management
University of Colorado Denver
Skills
- Customer experience management
- Relationship Building
- Customer Education and Consulting
- Relationship building
- Excellent communication
- Team leadership
Certification
Series 24, Series 7, Series 6, Series 63
Timeline
Sr. Product Experience Manager
Charles Schwab
03.2023 - Current
Enterprise Account Manager
Charles Schwab
09.2021 - 03.2023
Lead Sales Support Specialist
Charles Schwab
09.2017 - 09.2021
Sr. Retirement Specialist
Empower Retirement
01.2016 - 08.2017
Bachelor of Science - Business Administration And Management
University of Colorado Denver
Master of Science - Global Organizational Leadership
Colorado State University