Ashli Regan
Frederick,MD
Summary
Well-qualified operations professional with proven success in improving employee and client relationships and solving problems. Goal-oriented with an attention to detail and ready to leverage training and experience to find success in new professional challenges.
Overview
8
8
years of professional experience
Work History
Associate - Client Service
RS Will Wealth Management
2023.08 - 2024.04
Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
Wealth Management Client Associate
Merrill Lynch
2021.10 - 2023.08
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Sub-Complex Administrator
Morgan Stanley
2020.04 - 2021.10
Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Margin Associate
Morgan Stanley
2018.02 - 2020.04
Evaluated margin account activity for compliance with federal law, industry regulations, and Firm policies for extending credit to broker-dealer clients
Consulting Services Program Associate
Rape, Abuse, & Incest National Network (RAINN)
2016.01 - 2017.04
Developed project proposals, project management and execution documents, and training materials for sexual assault awareness and response projects
Education
Project Management Professional Certificate Online Program -
Cornell University
Ithaca, NY10.2019
B.S. in Community Health -
University of Maryland
College Park, MD05.2015
Honors Humanities -
University of Maryland
College Park, MD05.2013
Skills
Empathy and patience
Microsoft Office
Multi-Line Phone Systems
Onboarding Processes
Performance Metrics Analysis
Policy Implementation
Problem Resolution
Records Management
Relationship Management
Training and mentoring
Community Service
Zonta International, Columbia, MD, Member, 12/01/18 - 02/01/22, Planned and implemented service projects to raise funds for Zonta scholarships for women in business, IT, aerospace, and public affairs, Coordinated advocacy projects that advance legislation at the local, state, and federal levels that benefit women and girls, Maintained records of project progress for service and advocacy initiatives and meeting minutes for general member and board meetings
Timeline
Associate - Client Service
RS Will Wealth Management
2023.08 - 2024.04
Wealth Management Client Associate
Merrill Lynch
2021.10 - 2023.08
Sub-Complex Administrator
Morgan Stanley
2020.04 - 2021.10
Margin Associate
Morgan Stanley
2018.02 - 2020.04
Consulting Services Program Associate
Rape, Abuse, & Incest National Network (RAINN)
2016.01 - 2017.04
Project Management Professional Certificate Online Program -
Cornell University
B.S. in Community Health -
University of Maryland
Honors Humanities -
University of Maryland
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