Evergreen Wealth
Cassandra Ramos is a seasoned professional currently serving as a Product Manager, Product Owner, and Operations & Client Service Lead at Evergreen Wealth since January 2023, where Cassandra is also a founding member. Prior experience includes roles as Operations & Client Service Associate at Nirvana Money and Financial Relationship Consultant at Regions Bank, focusing on personal and business banking. Cassandra's background encompasses a diverse range of positions including Back Office Financial Assistant and Expert Photography Consultant at Best Buy, Learning Assistant and Peer Leader at Florida International University for General Biology and Chemistry courses, as well as various internships in dermatology. Cassandra holds a Bachelor of Arts in Anthropology with a Minor in Chemistry from Florida International University, with a focus on Pre-Medicine/Pre-Medical Studies.
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Evergreen Wealth
We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time. Evergreen Wealth Corporation is a fintech, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Investment advisory services provided by Evergreen Wealth Advisors. Evergreen Wealth Advisors, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652-Legal The content provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Social Media disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/articles/32313396107284 Account disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652