Ashley Stanich
About Ashley Stanich
Ashley Stanich is a New Accounts Analyst at City National Bank, where she has worked since 2022. She specializes in financial planning and investment processing, having previously held positions at Kraner, LLC and Summit Financial.
Work at City National Bank
Ashley Stanich has been employed at City National Bank as a New Accounts Analyst since 2022. In this role, she supports the financial planning team by preparing financial reviews and updating financial plans. She also heads the investment processing team, overseeing tasks related to processing new accounts and managing client withdrawal requests.
Previous Experience in Financial Planning
Prior to her current position, Ashley worked as a Financial Planner at Summit Financial from 2021 to 2022. In this role, she gained experience in financial planning and investment strategies. Before that, she served as a Paraplanner at Kraner, LLC for 10 months in 2020, where she further developed her skills in financial analysis and client support.
Education and Expertise
Ashley Stanich studied at William Paterson University of New Jersey from 2015 to 2020, focusing on Retirement Planning and achieving a degree in Financial Planning. Her educational background provides her with a solid foundation in financial principles, which she applies in her professional roles.
Specialization in Investment Recommendations
Ashley specializes in implementing investment recommendations and calculating required minimum distributions (RMDs). Her expertise in these areas contributes to her effectiveness in assisting clients with their financial planning needs and ensuring compliance with regulatory requirements.