Ashley Wilkinson
Operations Manager at 3(38) Investment Fiduciaries- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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3(38) Investment Fiduciaries
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Aug 2018 - Present
3(38) Investment Fiduciaries is a solution for plan sponsors who want to minimize their retirement plan fiduciary investment exposure. We partner with financial advisors and plan consultants to build the investment offering available to their plan sponsor clients. Our firm will sign on as a 3(38) Investment Fiduciary to monitor, document, and execute fund changes. We will provide ongoing reporting on whether the funds are being placed on watch list or being removed that’s available in your online password protected plan portal.
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Education
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University of La Verne
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