Ashley Nugent

Ashley Nugent has a diverse work experience spanning several companies and roles. In 2016, they worked as a Financial Representative at Fidelity Investments. From 2017 to 2019, they were an Implementation Specialist and later an Implementation Consultant at SS&C Advent. In 2019, they joined Fidelity Investments again, this time as a Workplace Planning Associate and later as a Workplace Planning Consultant I. In 2021, they briefly worked at Regions Bank as a Financial Relationship Consultant Team Lead. In 2022, they joined Mirador, Inc. and served as a Reporting Associate and later as a Senior Associate, Team Lead. Most recently, starting in 2023, they joined Canoe as an Enterprise Client Project Manager.

Ashley Nugent obtained a Bachelor's degree in Anthropology from Transylvania University, studying from 2012 to 2016. Prior to that, they had a dual enrollment at the University of Michigan-Flint in 2011 and 2012. In addition to their education, Ashley also holds certifications including the Series 66, which they obtained from FINRA in September 2019, and the Series 63 and Series 7, which they obtained from FINRA in December 2016.