Fatima Masumi

Sr. Client Service Associate at Cassaday & Company

Fatima Masumi is an experienced professional in the financial services industry, currently serving as the Director of Business Acquisition at Beyond Direct since September 2024. Previously, Fatima held roles including Sr. Client Service Associate at Cassaday & Company, Inc., and Client Services Manager at VLP Financial Advisors, among others. Fatima's extensive career spans over 14 years, starting as a Customer Service Representative at Chevy Chase Bank and progressing through various client-focused positions. Fatima holds a Bachelor’s degree in Communication from George Mason University, obtained in 2008.

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Fairfax, United States

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Cassaday & Company

Ranked #1 Financial Advisor in Virginia by Barron's 6 of the last 7 years. Read more Independent Wealth ManagementA Culture of Excellence and IntegrityAlways Do


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51-200

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