Cassie B.

Vice President - Client Services at Capital Wealth Advisors

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.

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Timeline

  • Vice President - Client Services

    June, 2020 - present

  • Operations | Client Services Manager

    October, 2018