Caeli Cusworth has a background in finance and client services, with experience at HoyleCohen Wealth Management, Bogart Wealth, and Capital Asset Management Group. Caeli also has experience in front office supervision at Virginia Tech Recreational Sports. Caeli attended Virginia Tech for their undergraduate education.
January, 2024 - present
January, 2022
Senior Client Service Associate at Tolleson Wealth Management
Senior Client Service Associate at Principal
Senior Client Service Associate at First Bank
Senior Client Service Associate at Flex Legal
Senior Client Services Associate at RapidRatings