As Operations Manager, Ashley brings years of industry expertise in data analysis, automation, communication, and financial audits to Innovative Portfolios and its related investment advisory companies. In her role on the operations team, Ashley assists with trading, institutional performance reporting and audits, maintaining mass communication with clients, and helping with overall workflow and database management.
Prior to joining Innovative Portfolios, Ashley led the Investor Experience department of BAM Capital in an integral role where she oversaw the communication and processes from incoming leads to multi-deal relationships. Ashley focused on collaborating and partnering with internal and external stakeholders to drive revenue, increase market outreach, and retain clients.
Ashley earned her degree in Organizational Leadership from Purdue University, with a secondary certificate in Entrepreneurship and Innovation. In her spare time, she enjoys water sports, outdoor activities, and traveling with her husband, son, and dogs.