Ashlee is our go-to person for all client transactions, and works diligently to keep client reporting up-to-date. She is always accessible to clients for questions, big or small. Ashlee has single-handedly re-built the operations department since her start with Optivest in 2007 and is also our in-house technical support team. Clients are encouraged to call in with questions regarding accessing Optivest’s secure web portal, as Ashlee is also in charge of maintaining all client documents and financial transactions. Not only that, but she takes pride in accuracy and efficiency, so clients can rest assured that even their most complex matters are in good hands.
Ashlee has obtained the FINRA Series 99 license and is trained on Schwab Portfolio Center and Tamarac data management systems.
Besides her work, Ashlee receives great joy from spending time with her children and loving husband.
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Stella Choi
Dee Cinquegrani
Leon James
Glori Crumpley
Shannon Kavlich
Lisa Rae