Carole Ayache

Client Services Manager at 1804 Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Falls Church, Virginia, United States, US
Skills

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Radwan Ibrahim

I consider Carole Ayashe as an excellent service provider with a good attention to the detailes of any encountering issues. Carole has also the ability to stay the course of any work action from the begining to the final output.

Lauri Dubia

Carole worked for me as my investment associate & helped me achieve 2 yrs in a row the highest level offered by our company. She is quick, smart, a team player & knows her stuff & more! I would hire her back in a minute.

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Experience

  • 1804 Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Manager
      • Aug 2015 - Present
  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Client Services Manager
      • Aug 2011 - Present
  • Fiscal Integrity Services
    • Founder
      • Feb 2009 - Present

      Economic developments have underscored the need for a back-to-basics type of financial counseling. I can assist those looking to secure their Family's financial well being by identifying built-in and dogmatic cash flow leaks, devising a reverse-engineered budget to compare to your ideal budget, developing helpful/sustainable debt reduction strategies to implement and finally putting in motion a debt-free timetable and calendar of events, that includes the review and monitoring of credit reports. Economic developments have underscored the need for a back-to-basics type of financial counseling. I can assist those looking to secure their Family's financial well being by identifying built-in and dogmatic cash flow leaks, devising a reverse-engineered budget to compare to your ideal budget, developing helpful/sustainable debt reduction strategies to implement and finally putting in motion a debt-free timetable and calendar of events, that includes the review and monitoring of credit reports.

  • Bandaloop LLC
    • United States
    • Restaurants
    • 1 - 100 Employee
    • Owner
      • Apr 2005 - Present

      Personal Fiscal Integrity Services: • Debt Counseling, • Cash Use Analysis, • Debt Reduction Strategy, • Credit Repair, • Taxes, • Consumer Advocacy. Personal Fiscal Integrity Services: • Debt Counseling, • Cash Use Analysis, • Debt Reduction Strategy, • Credit Repair, • Taxes, • Consumer Advocacy.

  • ZLC Financial Group
    • Business Family Succession Planning
      • Jan 2011 - Jun 2011
  • Pentagon Federal Credit Union/CUSO Financial Services
    • Registered Sales Associate
      • Feb 2007 - Feb 2009
  • ING Direct Funds Limited
    • National Compliance Officer
      • Feb 2005 - Apr 2005

    • Sales Officer, BC Compliance Officer
      • Jan 2002 - Feb 2005

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Personal Investment Manager
      • Mar 1995 - Sep 2001
  • Scotia Securities Inc,
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Product Analyst, Mutual Funds
      • Jan 1992 - Mar 1995

Community

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