Ashley Plummer possesses a diverse background in financial services and client support, spanning over a decade of experience. Initial roles at companies such as Connextions and Convergys established a foundation in customer service, while positions at Wells Fargo and AmerisourceBergen / Lash Group honed skills in account management and insurance processing. At LPL Financial, Ashley served as an Operations Specialist and Client Service Professional, contributing to compliance projects and enhancing advisor satisfaction. Currently, at Vanguard as a Retail Services Specialist and concurrently at Stevens Capital Partners as an Operations Consultant, responsibilities include opening investment accounts and facilitating asset transfers, demonstrating a strong commitment to accuracy and client service. Educational qualifications include an Associate of Science in Paralegal from Central Piedmont Community College and a Bachelor of Applied Science in Psychology from Fayetteville State University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices