Cassandra Bartlett, Cfp®, Cws® Email & Phone Number

Westlake, Texas, Us

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Westlake, Texas, Us

Westlake, Texas, Us

Westlake, Texas, Us

Westlake, Texas, Us

Managed day to day operations of a retail store including employees, inventory, budgeting and marketingWorked with clients to buy, sell and invest in Las Vegas property

Boston, Ma, Us

Team Lead ∙ Central Review Team ∙ Salt Lake City, UT 2015 – 2016 • Provided daily management for a team of ten Regional Account Delegates including coaching, training, policy clarifications, work flow assignments and vacation approval • Coordinated the design, implementation, and ongoing administration of a dynamic Sharepoint database. This consolidated 700 pages of Excel spreadsheets from different sources and several hundred email templates into a centralized interface for reference by several different business functions. • Created trend and analysis reports and present the material (in collaboration with senior managers) to director level associates across multiple business units Regional Account Delegate ∙ Central Review Team ∙ Salt Lake City, UT 2014 – 2015 • Provided supervisory review of transactions from in-person, phone, written and email requests for Branches, Sales and High Net Worth encompassing both investment guidance and service interactions • Coached teams receiving my support to a better understanding of policies • Worked on national projects to create a consistent atmosphere between regional sites Relationship Manager ∙ Personal Investing ∙ Boise, ID and Overland Park, KS 2008 – 2014 • Partnered to create and implement a contact strategy for High Net Worth clients to strengthen relationships and deepen wallet share • Early adopter of new technology and initiatives to drive success within the branch and market, including several client management systems

Topeka, Ks, Us

• Constructed custom retirement plan fund offerings for potential clients • Built relationships with mutual fund partners to utilize their investments within our retirement plan lineup • Traveled to attend mutual fund due diligence and portfolio manager conferences

Kansas City, Mo, Us

Research Analyst / Office Manager 2003 – 2007 • Reorganized operational processes to increase office productivity by 50% during first year in position • Managed all daily operations for team including annual review preparation, account maintenance and compliance Insurance Operations Representative 2000 – 2003 • Expanded the role to include ad hoc coaching for over 200 licensed representatives to assist with selecting appropriate annuity products for specific client needs

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, Economics And Business Administration