Cassi Petersen

Cassi Petersen Email and Phone Number

Client Service Specialist at Insight Planning @ Insight Planning
Cassi Petersen's Location
Penticton, British Columbia, Canada, Canada
Cassi Petersen's Contact Details

Cassi Petersen work email

Cassi Petersen personal email

n/a
About Cassi Petersen

Cassi believes when you contact our office by phone, email or text with a question or concern that it's our responsibility to respond in a timely and helpful manner. Whether it's an account inquiry, withdrawal request, duplicate tax receipt or an appointment, our response time to client requests is second to none.

Cassi Petersen's Current Company Details
Insight Planning

Insight Planning

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Client Service Specialist at Insight Planning
Cassi Petersen Work Experience Details
  • Insight Planning
    Client Service Specialist
    Insight Planning May 2023 - Present
    View
  • Ipc Securities Corp
    Client Service Specialist
    Ipc Securities Corp Jun 2019 - Present
    View
  • Whitewater Financial
    Client Service Specialist
    Whitewater Financial Oct 2020 - Apr 2023
    View
  • Scotia Wealth Management
    Administrative Assistant
    Scotia Wealth Management Sep 2016 - May 2019
  • Raymond James Ltd.
    Branch Office Administrator
    Raymond James Ltd. Sep 2010 - Sep 2015
    Penticton
    View
  • Black Press
    Sales
    Black Press 2007 - 2010
    Penticton, Bc

Cassi Petersen Skills

Client Administration Marketing Client Co Ordination Management Banking Mutual Funds Marketing Strategy Financial Planning Social Media Strategic Planning Customer Service Sales Management Advertising Social Media Marketing Team Building Online Advertising Leadership Investments

Frequently Asked Questions about Cassi Petersen

What company does Cassi Petersen work for?

Cassi Petersen works for Insight Planning

What is Cassi Petersen's role at the current company?

Cassi Petersen's current role is Client Service Specialist at Insight Planning.

What is Cassi Petersen's email address?

Cassi Petersen's email address is ca****@****ames.ca

What skills is Cassi Petersen known for?

Cassi Petersen has skills like Client Administration, Marketing, Client Co Ordination, Management, Banking, Mutual Funds, Marketing Strategy, Financial Planning, Social Media, Strategic Planning, Customer Service, Sales Management.

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