Cassandra is our Financial Planning Director with 13 years in the financial industry with the last 4 focused on financial planning. She has been working with Doug for ten years serving families and institutions. She is currently studying for the Certified Financial Planner designation with The American College.
Prior to joining Stonecrop, she was an associate financial advisor with Compass Ion Advisors. In this role she was able to define the financial planning needs of various clients and advisors, develop strategic service models and planning process that offered efficiency in client reports and internal benchmarks, and help other associate financial advisors create best practices amongst their teams. While at Compass Ion Cassandra passed FINRA Series 65 in 2018. She joined Compass Ion in 2010 as a Client Service Representative focusing on the administration of client accounts and daily client needs across the firm. As the firm grew, she helped manage the consolidation of custodians used by Compass Ion with great detail and created best administrative practices still in place today.
Prior to Compass Ion Advisors, Cassandra was the direct assistant to the President of a Complete Investment Management and oversaw day to day operation clients including account administration, reporting, presentations and trading. She began her career at Morgan Stanley as an intern managing prospecting strategy and dove feet first into the Morgan Stanley training program where she obtained her FINRA Series 7 and 63 licenses.
Cassandra obtained her B.S. in Business Administration and Finance with a minor in Education from La Salle University.