Resumes
Resumes
![Ashley Koed Photo 1 Ashley Koed Photo 1](/img/not-found.png)
Team Lead- Client Services At Windhaven Investment Management
View pagePosition:
Team Lead- Client Services at Windhaven Investment Management, Senior Client Services Specialist at Windhaven Investment Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Windhaven Investment Management - Boston, MA since Mar 2013
Team Lead- Client Services
Windhaven Investment Management since Sep 2006
Senior Client Services Specialist
Oppenheimer & Co., Inc. Oct 2004 - Aug 2006
Sales Assistant
Team Lead- Client Services
Windhaven Investment Management since Sep 2006
Senior Client Services Specialist
Oppenheimer & Co., Inc. Oct 2004 - Aug 2006
Sales Assistant
Education:
University of Massachusetts, Amherst
BA, Communication
BA, Communication
Skills:
Series 65
Asset Management
Asset Management
![Ashley Koed Photo 2 Ashley Koed Photo 2](/img/not-found.png)
Director Of Client Services
View pageLocation:
Boston, MA
Industry:
Financial Services
Work:
3Edge Asset Management, Lp
Director of Client Services
3Edge Asset Management, Lp Mar 2016 - Dec 2018
Senior Manager of Operations and Client Service
Rinet Company, Llc Aug 2013 - Feb 2016
Client Advisor
Windhaven Investment Management, Inc. Nov 2010 - Aug 2013
Client Services Team Lead
Windward Investment Management Sep 2006 - Nov 2010
Senior Client Services Associate
Director of Client Services
3Edge Asset Management, Lp Mar 2016 - Dec 2018
Senior Manager of Operations and Client Service
Rinet Company, Llc Aug 2013 - Feb 2016
Client Advisor
Windhaven Investment Management, Inc. Nov 2010 - Aug 2013
Client Services Team Lead
Windward Investment Management Sep 2006 - Nov 2010
Senior Client Services Associate
Education:
University of Massachusetts Amherst
Certifications:
Series 65
![Ashley Koed Photo 3 Ashley Koed Photo 3](/img/not-found.png)