Ashley Tester

Current

• Registered Sales Associate at Wells Fargo Advisors, LLC

Past

• Equity Research Associate at Susquehanna Financial Group, LLLP
• Registered Financial Analyst at Citigroup - Smith Barney
• Corporate Accounting Assistant at Cigna

• Financial Accounting Assistant at Philadelphia Zoological Society
• Accounting Analyst at University of Pennsylvania - Facilities and Real Estate

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2 more...

Education

• Drexel University - College of Business and Administration

Connections

62 connections

Industry

Financial Services

Ashley Tester’s Experience

• Registered Sales Associate

  Wells Fargo Advisors, LLC

  (Public Company; WFC; Financial Services industry)

  April 2008 — Present (1 year 9 months)

  Provides assistance to the Financial Advisor by providing account information and quotes, establishing new accounts, entering orders after tickets are signed by the Financial Advisors and processing deliveries and payments.
  
  Originates own correspondence on accounts with Financial Advisors approval.
  
  Handles telephone calls and other inquiries, for research reports as well as resolving account problems.
  
  Establishes and maintains files to meet regulatory requirements, creates and produces reports and databases while establishing and maintaining files and record keeping necessary to support sales efforts.
  
  Provides support in all phases of client service, client relationship
  building and account maintenance to assist the business activities of the Financial Advisor.
  
  Provides knowledge and systems support to branch personnel and training for entry level assistants.

• Equity Research Associate

  Susquehanna Financial Group, LLLP

  (Privately Held; 10,001 or more employees; Financial Services industry)

  June 2007 — December 2007 (7 months)

  Researched and analyzed data from various sources, including, but not limited to, company documents / materials, regulatory filings, industry publications, trade shows/conferences, online data services, physician/academic/industry contacts
  
  Wrote research, including initiations and various other forms of research publications
  
  Built and maintained financial models and develop valuation analyses
  
  Surveyed environment and industry landscape
  
  Developed and maintained relationships with company managements and industry contacts

• Registered Financial Analyst

  Citigroup - Smith Barney

  (Public Company; 10,001 or more employees; c; Financial Services industry)

  June 2005 — June 2007 (2 years 1 month)

  Responsible for maintaining national leadership in financial plan generation.
  
  Provided financial planning and reporting assistance for all financial advisors in the branch.
  
  Maintained reference materials and updated the branch on all technological resources.
  
  Prepared and presented weekly meetings on a branch level.
  
  Quantified financial advisor performance on a monthly basis.
  
  Assisted branch manager with ad-hoc projects.
  
  Analyzed suitable investment vehicles for clients utilizing various research systems.
  
  Generated prospecting and client retention ideas using firm resources.
  
  Contributed to the overall development of branch initiatives.
  
  Developed a systematic process managing projects and financial planning goals.
  
  Trained other analysts in the area on an as needed basis.

• Corporate Accounting Assistant

  Cigna

  (Public Company; 10,001 or more employees; Insurance industry)

  April 2004 — September 2004 (6 months)

  Collaborated with senior accountant in the quarter and year-end consolidation process.
  
  Prepared monthly financial analyses related to benefits programs.
  
  Responsible for preparing monthly state obligation reports.
  
  Coordinated formatting protocols with technical programmers on general ledger system.
  
  Edited and cross-examined official statements and footnotes for error.
  
  Maintained efforts with external auditors.
  
  Assisted supervisor with interviews for entry-level candidates.

• Financial Accounting Assistant

  Philadelphia Zoological Society

  (Non-Profit; 501-1000 employees; Leisure, Travel & Tourism industry)

  April 2003 — September 2003 (6 months)

  Assisted Financial Controller and Chief Financial Officer with financial reporting and budget preparation.
  
  Reconciled account analyses for balance sheet accounts.
  
  Reviewed general ledger for questionable transactions and conducted further assessment.
  
  Maintained spreadsheet projections for attendance data.
  
  Reviewed Pension and Endowment fund performance on a monthly basis.
  
  Processed and catalogued journal entries.

• Accounting Analyst

  University of Pennsylvania - Facilities and Real Estate

  (Non-Profit; 5001-10,000 employees; Primary/Secondary Education industry)

  April 2002 — September 2002 (6 months)

  Researched and responded to internal and external inquiries regarding accounts payable.
  
  Documented all invoices with Excel spreadsheet and helped maintain an Access database.
  
  Reconciled small accounts and completed journal entries in an Oracle-based ledger system BEN Financials.
  
  Analyzed open encumbrance reports and closed payments.
  
  Converted all departmental purchase requisitions to purchase orders utilizing an internal subsystem.
  
  Responsible for organizing documents such as general ledger and fiscal year-end reports.
  
  Improved the training process of my position including preparation of manual and implementation of process.

Ashley Tester’s Education

• Drexel University - College of Business and Administration

  Finance & International Business 2000 — 2005

  Activities and Societies:

  Drexel Dance Ensemble

Ashley Tester’s Contact Settings

Interested In:

• career opportunities
• expertise requests
• reference requests
• getting back in touch