Ashley Holzman is currently the Director of Client Experience Operations at Fidelity Investments, a position they have held since 2025. Previously, Ashley served as the Director of Advisor Relations at TD Ameritrade from 2017 to 2022 and took on the role of Senior Manager in the same department. They also held various positions at TD Ameritrade from 2008 to 2013, before becoming the Director of Advisor Services at Charles Schwab from 2022 to 2024. Ashley earned a Bachelor of Business Administration in Finance from The University of Texas at Arlington between 2003 and 2007.
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