#nameCompanyC

Cassandra's email & phone

Private Wealth Manager at Creative Planning
View Cassandra's Email
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Found email addresses for Cassandra:

****@hotmail.com,
c***@gmail.com,
c***@yahoo.com

Found phones for Cassandra:

+1-205-***-**21,
+1-870-***-**31,
+1-480-***-**25
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Location

San Francisco, California, United States

Work Experience 11 years

Private Wealth Manager at Creative Planning

Jul 2025 - Current

Private Wealth Advisor at SVB Private

Jan 2019 - Jan 2025

Private Banker at J.P. Morgan Private Bank

Jan 2015 - Jan 2018

Cassandra started working in 2015, then the employee has changed 2 companies and 2 jobs. On average, Cassandra works for one company for 3 years 3 months.

Education

Master of Business Administration - MBA at UCLA Anderson School of Management

Master of Public Administration - MPA at Harvard University

Bachelor of Arts - BA at UCLA

Frequently Asked Questions

What is Cassandra's minimum period of employment in the companies?

Cassandra's minimum period of employment in various companies is 3 years.

What is Cassandra's average duration of employment for different companies?

On average, Cassandra works for one company for 4 years 6 months

What industries has Cassandra worked in?

Cassandra works in the Financial Services.

What positions has Cassandra held before?

Previously, Cassandra worked as a Private Wealth Advisor, and Private Banker.

How do I contact Cassandra?

Cassandra's email address is c********-@creativeplanning.com, phone number is +1-480-***-**80. Sign up to get contact details.

Who is the President & CEO of the Creative Planning?

The President & CEO of the Creative Planning is Peter Mallouk

Who are Cassandra's peers at other companies?

Cassandra's peers at other companies are Bhavik Shah and Ryan Long and Tina Dutta

Cassandra Namesakes

Name
Company
Position
C
International Tax Associate
C
Marketing Manager/Pursuit Support

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