Ashley Milot

Chief Operating Officer at Fiat Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Prior Lake, US
Skills

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Bio

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Experience

  • Fiat Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer
      • Jun 2022 - Present

      Wayzata, Minnesota, United States

    • Client Service and Experience Manager
      • Dec 2021 - Jun 2022

      Wayzata, Minnesota, United States

    • Case Manager
      • May 2021 - Dec 2021

      United States

  • Avantax Planning Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Manager
      • Aug 2017 - May 2021

      Minnetonka, Minnesota

    • Relationship Manager
      • Mar 2016 - Aug 2017

      Dubuque, Iowa Area

  • American Trust
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Account Manager
      • Oct 2014 - Mar 2016

      Dubuque, IA

    • Enrollment Specialist
      • Mar 2014 - Dec 2014

      Provide education and enrollment meetings for plan participants in employer sponsored plans.

  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Customer Service Representative
      • Mar 2012 - Mar 2014

      I assist customers with requests and questions regarding their retirement accounts held at Prudential.

Education

  • Clarke University
    Master of Organizational Leadership
    2013 - 2015
  • University of Northern Iowa
    Bachelor of Arts (B.A.), Spanish Language and Literature
    2008 - 2011

Community

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