Ashley Bertrand

Ashley Bertrand, CPA, currently serves as the Manager of Investment Analysis & Reporting at Sammons Financial Group Companies since August 2023, previously holding the position of Senior Accountant in the same department. Prior experience includes roles at PwC from August 2018 to September 2023, where Ashley worked as a Trust Solutions Senior Associate and a Core Assurance Associate, following an internship as a Core Assurance Intern in June 2017. Educational credentials include a Master's degree in Accounting from the University of Northern Iowa, earned in 2018, and a Bachelor of Arts in Accounting from the Wilson College of Business at the University of Northern Iowa, completed in 2016.