Cason Searle

Client Success Manager at Addepar

Cason Searle is a Client Success Manager at Addepar since September 2019. Prior to that, Cason worked as a Financial Counselor at UVU Money Management Resource Center from January 2018 to August 2019. With a background in personal financial planning, Cason has experience in various roles such as Store Manager at SBR Cycles and as an Institutional Asset Management Intern at Fidelity Investments. Cason's education includes a Personal Financial Planning B.S. degree from Utah Valley University.

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