Jacob Cassada

Jacob Cassada has extensive experience in case management and client services across multiple financial organizations. Currently serving as a Risk Product Case Manager at Foster Klima & Company since October 2019, Jacob previously worked as a Case Manager at Covr Financial Technologies and held roles in Allianz Life, where responsibilities included reviewing applications and ensuring compliance for Fixed Indexed Annuities. Earlier experience includes managing new life insurance applications at ING and handling customer requests as a Client Account Manager at Shred-it. Jacob began a career in customer service as a Service Advisor at Suburban Chevrolet. Educational background includes completion of studies at Wayzata High School.