Ashleigh L. Tucci, CFS®
Senior Associate - National Accounts & Retirement at AMG Funds- Claim this Profile
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Topline Score
Bio
LinkedIn User
Ashleigh is a wonderful coworker and teammate. She comes to work everyday with a plan on how to make herself, and everyone around her, better at their jobs. She is extremely patient and prides herself on the knowledge that she is able to share with her coworkers. Her interactions with customers always left them satisfied with their service and leaving with a smile. One of Ashleigh's biggest assets is the fact that she learns quickly and is able to retain the information and implement it accurately. Ashleigh would be a valuable member to any team.
LinkedIn User
Ashleigh is a wonderful coworker and teammate. She comes to work everyday with a plan on how to make herself, and everyone around her, better at their jobs. She is extremely patient and prides herself on the knowledge that she is able to share with her coworkers. Her interactions with customers always left them satisfied with their service and leaving with a smile. One of Ashleigh's biggest assets is the fact that she learns quickly and is able to retain the information and implement it accurately. Ashleigh would be a valuable member to any team.
LinkedIn User
Ashleigh is a wonderful coworker and teammate. She comes to work everyday with a plan on how to make herself, and everyone around her, better at their jobs. She is extremely patient and prides herself on the knowledge that she is able to share with her coworkers. Her interactions with customers always left them satisfied with their service and leaving with a smile. One of Ashleigh's biggest assets is the fact that she learns quickly and is able to retain the information and implement it accurately. Ashleigh would be a valuable member to any team.
LinkedIn User
Ashleigh is a wonderful coworker and teammate. She comes to work everyday with a plan on how to make herself, and everyone around her, better at their jobs. She is extremely patient and prides herself on the knowledge that she is able to share with her coworkers. Her interactions with customers always left them satisfied with their service and leaving with a smile. One of Ashleigh's biggest assets is the fact that she learns quickly and is able to retain the information and implement it accurately. Ashleigh would be a valuable member to any team.
Credentials
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Certified Fund Specialist (CFS)
Institute of Business & FinanceOct, 2023- Oct, 2024 -
Series 63 License
NASAAJul, 2018- Oct, 2024 -
Series 7 License
FINRA (Financial Industry Regulatory Authority)Jun, 2018- Oct, 2024
Experience
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AMG Wealth
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United States
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Financial Services
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100 - 200 Employee
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Senior Associate - National Accounts & Retirement
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May 2021 - Present
Responsible for reactive client service support towards inquiries from partner firms, preparation of client material for meetings with sponsor firms, clients and/or Affiliates, coordinating and submit RFP’s or Quarterly Questionnaires, creating internal communications for key stakeholders, managing the process of updating new selling agreements/amendments, overseeing the onboarding of new funds, assist assigned National Account Managers with client service efforts at home offices, and updating NAR Intranet page with current marketing materials, as well as ongoing maintenance of the Product Matrix, Product Placement Grid and Line Up cards. Show less
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Senior Associate - Product Analysis & Operations
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Sep 2017 - May 2021
Responsible for new business RFP requests and annual/quarterly/monthly/ad hoc due diligence questionnaires, review, assisting team Director with ad-hoc Firm projects, creating and distributing monthly/quarterly sales, performance and compliance reports and monitoring daily SMA trading activity.
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Associate - Separate Account Services
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Aug 2016 - Sep 2017
Responsible for tracking daily SMA model changes, assisting manager with firm-wide project coordination, monthly/quarterly sales and performance reports, providing operational support to clients and advisors, client correspondence for new accounts and new advisor welcome packages.
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Unit Manager - Mutual Fund Asset Service
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Jun 2015 - Aug 2016
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Mutual Fund Asset Service Representative
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Dec 2013 - Jul 2015
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Univest
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United States
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Financial Services
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500 - 600 Employee
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Head Teller
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Mar 2012 - Oct 2013
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Citizens
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United States
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Banking
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700 & Above Employee
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Personal Banker
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Mar 2010 - Mar 2012
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Teller Manager
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Nov 2007 - Mar 2010
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Education
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2002 - 2007
Lock Haven University of Pennsylvania
Bachelor of Arts, Political Science and Government -
1999 - 2002
Central Bucks East High School
HS Diploma, General Studies
Community
