Ashley Stamboulian

Observer
DISC Type : ic

Model Portfolio Specialist at BlackRock

Princeton, New Jersey, United States

Overview

Ashley is a Model Portfolio Specialist within BlackRocks US Wealth Advisory business. She focuses on driving the adoption of BlackRocks model portfolios across the wirehouse and RIA segments. A graduate of Villanova University, she previously worked as an Investment Analyst at J. P. Morgans Private Bank and holds Series 7 and 66 licenses.

She is a Co-Execution Lead for BlackRocks Womens Initiative Network (WIN) for wealth management, demonstrating a passion for supporting women in finance. During university, she was the recipient of multiple scholarships, including the Mercer County Young Woman of Achievement award, highlighting her long-standing commitment to personal and professional excellence.

Unique fact: Ashley was named the iShares Market Sales Partner of the Year in 2025.

Personality Overview

Curious

Example Seeker

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Model Portfolios
Her current role is dedicated to supporting the adoption of BlackRock's Model Portfolios among wealth advisors.
Women in Finance
Serves as a Co-Execution Lead for the US Wealth Advisory chapter of BlackRock's Women's Initiative Network (WIN).
Wealth Advisory
Her experience at both BlackRock and J. P. Morgan has been focused on the US wealth advisory and private banking sectors.

Media Appearances

Ashley has no verified media appearances

Work History

1-2026
Model Portfolio Specialist at BlackRock
7-2025 - 12-2025
Senior Market Sales Partner - Associate at BlackRock
6-2024 - 7-2025
Market Sales Partner - Associate at BlackRock
7-2022 - 6-2024
Investment Analyst at J.P. Morgan Private Bank
6-2021 - 8-2021
Private Bank Summer Analyst at J.P. Morgan

Education

2018 - 2022
Bachelor of Business Administration - BBA from Villanova University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Princeton, New Jersey, United States Job Level : Junior Designation : Model Portfolio Specialist at BlackRock
URL has been copied!

Insights For Selling To Ashley

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Persuade objectively how your product will help them achieve their goals
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ashley is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Ashley

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Ashley move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Ashley take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Ashley

Personality Compatibility


Other BlackRock Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.