Cassidy Larson
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Cassidy Larson Email & Phone Number

Financial Associate at Castleview Partners at Castleview Partners LLC
Location: Grand Prairie, Texas, United States 5 work roles 2 schools
1 work email found @westernsecuritybank.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@westernsecuritybank.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Castleview Partners LLC
Role
Financial Associate at Castleview Partners
Location
Grand Prairie, Texas, United States

Who is Cassidy Larson? Overview

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Quick answer

Cassidy Larson is listed as Financial Associate at Castleview Partners at Castleview Partners LLC, based in Grand Prairie, Texas, United States. AeroLeads shows a work email signal at westernsecuritybank.com and a matched LinkedIn profile for Cassidy Larson.

Cassidy Larson previously worked as Financial Assistant at Castleview Partners Llc and Customer Service Representative at Western Security Bank. Cassidy Larson holds Bachelor'S Degree, Finance, General, Junior from Montana State University-Bozeman.

Company email context

Email format at Castleview Partners LLC

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{first_initial}{last}@westernsecuritybank.com
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AeroLeads found 1 current-domain work email signal for Cassidy Larson. Compare company email patterns before reaching out.

Profile bio

About Cassidy Larson

Being one out of three Financial Associates at a growing financial firm is exactly what you’d think it’s like. I am the colleague at work that everyone wants to know but nobody wants to be. If you want to get something done, you come to me - Everyone knows that! Yet no one wants to do what I do because of the amount of personal time and effort that goes into being everyone’s go-to. Luckily, I am obsessed with staying organized and making everyone’s life easier. It brings such a genuine joy to my heart to take the burden off of anyone’s shoulders, and know that I am helping someone whether it’s a client or a colleague. There aren’t many things that can grow a company the way that trust and dependability can, and I pride myself in being so dedicated to both. I am a graduate from Montana State University with a degree in finance. I believe the skills I have obtained throughout my financial career will make me an excellent employee for any firm! I am looking for a job where I can utilize my skills while also helping my company substantially grow. When I am not at work, I am usually playing volleyball, working out, or doing anything outside with family and friends. I love to travel and I’m hoping I can do more of that here soon. I am currently working at Castleview Partners LLC in Dallas Texas as a Lead Financial Associate and Service Team Coordinator - I absolutely love my job! I am super thankful to have a job where I feel welcomed, understood, and appreciated everyday. I truly could not ask for more. I am always open to other potential positions if it’s meaning I can learn and have a growth opportunity. I would be looking for a company and position where I can utilize my personable qualities and continue my career in Finance.

Listed skills include Microsoft Office, Communication, Microsoft Excel, Finance, and 4 others.

Current workplace

Cassidy Larson's current company

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Castleview Partners LLC
Castleview Partners Llc
Financial Associate at Castleview Partners
5 roles

Cassidy Larson work experience

A career timeline built from the work history available for this profile.

Financial Assistant

Current
Castleview Partners Llc

Dallas, Texas, United States

Started on September 21, 2022. An enthusiastic individual with great communication and problem solving skills. Assists management in financial planning, customer service, operations, and project management. Communicate with customers and team members on daily requests and follow up on escalated items. Assist financial advisors on requests and follow up. Work with management to improve and establish procedures and processes. Establish new accounts in AI Alpha, process paperwork, run reports, and escalate issues to management.

Sep 2022 - Present

Customer Service Representative

Billings, Montana, United States

March 8, 2021 through August 19, 2022. Opened new accounts and maintained solid customer relationships. Responded promptly to emails and phone calls. Did wires, fraud dispute, debit cards, notary services, and processed payments. Helped customers with online banking or any other issues that needed resolved. Was involved in fun committee to help create a fun work environment. Decorated the branch for big day.

Mar 2021 - Aug 2022

Food Server

Bozeman, Montana, United States

Greet customers in a timely fashion, memorize orders and menus, add-on sales, handle money, clean.

Oct 2019 - Nov 2021

Babysitter

Billings, Montana Area

Take care of children. Make meals and clean up after messes. Drop off kids at any activities or school event.

Aug 2015 - Aug 2019

Sales Associate

Billings, Montana

Maintained a role of greeting customers when entered the door while also checking out customers at the check out. Clean clothing department areas and out try on clothes away.

Dec 2015 - Sep 2017
2 education records

Cassidy Larson education

FAQ

Frequently asked questions about Cassidy Larson

Quick answers generated from the profile data available on this page.

What company does Cassidy Larson work for?

Cassidy Larson works for Castleview Partners LLC.

What is Cassidy Larson's role at Castleview Partners LLC?

Cassidy Larson is listed as Financial Associate at Castleview Partners at Castleview Partners LLC.

What is Cassidy Larson's email address?

AeroLeads has found 1 work email signal at @westernsecuritybank.com for Cassidy Larson at Castleview Partners LLC.

Where is Cassidy Larson based?

Cassidy Larson is based in Grand Prairie, Texas, United States while working with Castleview Partners LLC.

What companies has Cassidy Larson worked for?

Cassidy Larson has worked for Castleview Partners Llc, Western Security Bank, Olive Garden, Care.Com, and Kohl'S.

How can I contact Cassidy Larson?

You can use AeroLeads to view verified contact signals for Cassidy Larson at Castleview Partners LLC, including work email, phone, and LinkedIn data when available.

What schools did Cassidy Larson attend?

Cassidy Larson holds Bachelor'S Degree, Finance, General, Junior from Montana State University-Bozeman.

What skills is Cassidy Larson known for?

Cassidy Larson is listed with skills including Microsoft Office, Communication, Microsoft Excel, Finance, Time Management, Organization Skills, Sales, and Cash Handling.

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