Cassie B. is currently the Vice President - Client Services at CAPITAL WEALTH ADVISORS, where Cassie serves as the primary point of contact for high-net-worth clients. Prior to this role, Cassie held positions such as Operations | Client Services Manager and Customer Service Representative at various financial firms. Cassie has a Bachelor of Science (B.S.) in Business Administration with a focus on Finance from Colorado Technical University.
June, 2020 - present
October, 2018
Vice President - Client Services at SCORE Consulting
Vice President - Client Services at Perfect Output, LLC
Vice President - Client Services at proSapient
Vice President - Client Services at Verinon
Vice President - Client Services at Leo Burnett