Cassandra Galvan Email and Phone Number
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I am: A quiet leader who approaches team management with a reliance on empathy and empowerment. A decision maker who relies on reason and process. Skilled at originating the strategic solution and then developing the practical procedures necessary to execute a strategy. A lover of puzzles who approaches work with curiosity, determination, precision, and economy. An objective and analytical problem solver. Professional Highlights: • 20 years of experience leading a team and contributing to the executive strategy of an organization.• 20 years of experience in Financial Services and broker-dealer administration.• 20 years of informal experience with database architecture and administration.• 18 years of experience in accounting, budgeting, payroll, and financial reporting.• 15 years of experience in IT systems and networks.• 10 years of experience in broker-dealer regulation and audit management.• 10 years of Salesforce CRM administrative experience.
Prospera Financial Services, Inc.
View- Website:
- prosperafinancial.com
- Employees:
- 7
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Director Of Data Solutions (Formerly Strategic Solutions)Prospera Financial Services, Inc. Oct 2017 - Present• Responsible for the strategic direction and management of firm data and analytics strategy• Responsible for implementing regulatory rules related to data and information, including authoring policies and procedures as required.• Responsible for the quality of data maintained in the firm’s Data Warehouse and Salesforce-based middle office and flowing throughout the firm.• Responsible for the presentation, delivery, and interpretation of high-level summary information to information consumers (internal, external, up and downstream users).• Responsible for conceiving and creating operational and risk exception reports aligned to internal policies and external regulations.• Planning and preparing data-intensive projects for internal and external requestors.• Employee and contractor management; to date, no staff turnover.• Vendor management, including RFP procedures, negotiating, and contracting. Often sought as a product consultant for the companies providing the data warehouse programming and the Salesforce overlay.• Member of key firm committees that address risk, conflicts, and operations.• Acting as an internal consultant for business units to streamline processes to maximize data capture and operational efficiencies.• Act as project leader on trunk-level projects affecting multiple business units.
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Director Of AccountingProspera Financial Services, Inc. Nov 2010 - Oct 2017Dallas County, Texas, United States• Responsible for the budgeting, financial forecasting, general ledger accounting, commission and staff payroll, and financial regulatory reporting for the broker-dealer, its parent holding company, and affiliated insurance agency. This includes authoring the annual audit report filed with the SEC.• Responsible for the books and records of the firm, including the firm’ primary database for customer transactions. • Responsible for maintaining system programming related to firm pricing schedules. • Responsible for the monthly billing of 3000 advisory clients.• Communicated financial performance to Board of Directors in monthly meetings. Also presented financials downstream in broad terms to colleagues in monthly staff meetings.• Primary contact for external auditors, CPAs, and bankers.• Managed a team between 3 - 5 employees. During this time employee tenure averaged over 5 years.• Partnered with technology and platform vendors to customize products as needed. In doing so, became a de facto product consultant for these companies.• Partnered with the technology business unit to develop Salesforce based middle office, and architect a secondary corporate Salesforce instance.
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Manager Of Accounting & TechnologyProspera Financial Services, Inc. Aug 2006 - Nov 2010Dallas County, Texas, United States• Responsible for the daily activities of the accounting, payroll, and technology department.• Responsible for the financial closing process of Prospera Financial Services, its holding company, affiliated insurance company and sister broker-dealer TAG Securities and the reporting of related regulatory reports.• Responsible for maintaining the databases and systems related to the general ledger, commission tracking, payroll, and customer document imaging. • Responsible for the hiring, training and ongoing coaching of accounting and technology personnel.• Responsible for policy review, edits, and implementation. • Responsible for regulatory responses and audits related to financial reporting.• Prepare proforma reports and advise senior management on financial and regulatory implications of decisions. • Created and maintained client service standards related to technology and payroll.• Identified, vetted, and implemented vendor solutions related to technology, data consolidation, and accounting platforms.• Prepared and coordinated customer disclosure mailings. • Oversaw and validated employee and client technology entitlements and permissions.
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ControllerRiverstone Wealth Management Dec 2000 - Aug 2006Austin, Texas
Cassandra Galvan Education Details
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Wharton Executive EducationLeadership -
Wharton Executive EducationBroker-Dealer Compliance
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Economics
Frequently Asked Questions about Cassandra Galvan
What company does Cassandra Galvan work for?
Cassandra Galvan works for Prospera Financial Services, Inc.
What is Cassandra Galvan's role at the current company?
Cassandra Galvan's current role is Director of Data Solutions (Former Director of Accounting).
What is Cassandra Galvan's email address?
Cassandra Galvan's email address is cg****@****ial.com
What is Cassandra Galvan's direct phone number?
Cassandra Galvan's direct phone number is +197258*****
What schools did Cassandra Galvan attend?
Cassandra Galvan attended Wharton Executive Education, Wharton Executive Education, Austin College.
Who are Cassandra Galvan's colleagues?
Cassandra Galvan's colleagues are Stephen Schuller.
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