Ashley Csencsits

Wealth Management Sr Specialist

Ashley Csencsits is a Wealth Management Senior Specialist at Fidelity Investments, where they focus on fostering client success through account management and personalized investment guidance. They leverage their Series 7, 63, and SIE credentials to handle complex financial instruments and enhance client relationships. Previously, Ashley worked as an Investment Professional II Mentor at Robinhood, where they contributed to process improvements and led mental health advocacy initiatives. Ashley also served as an Investment Specialist II at USAA and has experience in admissions and coaching, holding certifications in life and health coaching. Ashley earned a Bachelor's degree in Business Administration from DeVry University and an Associate's degree in Health Care Administration from Intellitec Medical Institute.

Location

Colorado Springs, United States

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