Cassie A. Jackson Email and Phone Number
Cassie A. Jackson work email
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Cassie A. Jackson personal email
With AdvicePay's enterprise platform, you can enable your advisors to bring more fee-for-service financial planning into your organization's revenue mix with scalable and efficient workflows, up-to-date compliance tools & management, and intuitive portals for optimal home office, advisor, and client experiences.-------------------------------------------------------------------------------------------------------With over a decade of experience in relationship management and business development, Cassie is a seasoned FinTech leader and sales strategist. She specializes in consultative sales, contract and pricing negotiation, new business development, sales and marketing leadership, and account strategy. Cassie's passion lies in getting better financial advice to consumers by utilizing smart technology and showing advisors how they can charge for their advice. As an Advisory Council member at Bento Engine, she provides strategic guidance and insights to the company. Cassie is driven by the vision of empowering financial consumers and creating positive social impact.
Mfgr Designs
View- Website:
- mfgrdesigns.com
- Employees:
- 14
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Mfgr DesignsBozeman, Montana, United States -
Vp Of Enterprise SolutionsAdvicepay Oct 2023 - PresentBozeman, Montana, Us -
Advisory CouncilBento Engine May 2023 - PresentWestport, Ct, Us -
Chief Growth OfficerBento Engine Oct 2022 - May 2023Westport, Ct, Us -
Executive Director/FounderSuffer Out Loud Apr 2017 - Oct 2024Bozeman, Montana, UsCurrently stepping in as interim ED to guide SOL through our next phase of growth! As the Founder of Suffer Out Loud, I played a pivotal role in shaping the organization's mission, vision, and growth strategy. Key Responsibilities:Fundraising: Developed and executed comprehensive fundraising strategies to secure financial support for the organization. This includes cultivating relationships with individual donors, corporate partners, and foundations.Grant Strategy: In collaboration with The Dotted I, I identified relevant grant opportunities and assisted in preparing compelling grant proposals to secure funding for Suffer Out Loud's programs and initiatives.Board Development: Collaborate with the Board of Directors to strengthen the organization's governance structure, engage board members in fundraising efforts, and ensure alignment with the organization's mission and values.General Operations: Oversee day-to-day operations, ensuring the effective delivery of SOL’s programs and services. This includes managing budgets, financial planning, and organizational compliance.Marketing: Developed and implemented marketing and communication strategies to raise awareness of SOL’s mission and initiatives. Utilize digital media, social platforms, and traditional marketing channels to engage with the community.Program Management: Oversee the design, implementation, and evaluation of programs and services that align with the organization's mission, ensuring they have a positive impact on the mental health community.As the Founder of Suffer Out Loud, I played a pivotal role in shaping the organization's mission, vision, and growth strategy. -
Senior Director Of Enterprise SalesAdvicepay Jan 2022 - Oct 2022Bozeman, Montana, Us -
Director Of SalesAdvicepay Dec 2020 - Jan 2022Bozeman, Montana, UsIntegrate sales, marketing, and enterprise relationship management strategies to bring our technology solution to financial planners. Our team is solution-focused and strives to help financial planners best serve their clients! -
Enterprise Sales ManagerAdvicepay Feb 2018 - Dec 2020Bozeman, Montana, Us-Answer questions from prospective users about why AdvicePay is the bomb.com, how AdvicePay works, and pricing and implementing the fee-for-service business model. -Demo AdvicePay and all of its glory for groups and individuals.-Provide onboarding support and training for users who have signed up for AdvicePay to set them up for success.-Support our CEO to facilitate and grow enterprise relationships. -
Financial RepresentativeModern Woodmen Of America Jan 2016 - Apr 2018Rock Island, Illinois, Us -
Renewal Manager And Licensed Insurance AgentSouthwestern Montana Financial Center, Inc. Sep 2014 - Jan 2016Belgrade, Montana, Us-Assisted a substantial amount of Montana owned businesses to administer their group benefits, including medical insurance, dental and vision insurance, life insurance, disability income insurance, and retirement plans-Explained various insurance policies and helped clients choose the plans that suit them.-Maintained books and records to ensure FINRA compliance-Supervised and monitored the work of the Group Renewals Department and Group Retirement Planning department-Organized meetings with the staff to ensure efficiency of our work and proper delegation of tasks -
Founder/OwnerElite Commercial Cleaners, Inc Aug 2011 - Sep 2014Running a small business as an owner required me to oversee a multitude of duties, tasks, and responsibilities to ensure the success of the business. This included:-Creating a business plan and carrying out feasibility studies on the Janitorial Industry -Carrying out plans for promoting, sales, and budgeting for the business -Review and compare the short and long term goals of the business -Hire and train qualified and skilled employees -Perform employee evaluations-Tracking and maintance of inventory-Compare between expenditures and actual financial gain and relate them with the budget-Prepare customer service approach for the business -Ensure customer satisfaction as a priority -Create and manage the business development and sales process.
Cassie A. Jackson Skills
Cassie A. Jackson Education Details
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Montana State University-BozemanFinance
Frequently Asked Questions about Cassie A. Jackson
What company does Cassie A. Jackson work for?
Cassie A. Jackson works for Mfgr Designs
What is Cassie A. Jackson's role at the current company?
Cassie A. Jackson's current role is VP of Enterprise Solutions @ AdvicePay | Nonprofit Founder @ Suffer Out Loud.
What is Cassie A. Jackson's email address?
Cassie A. Jackson's email address is ca****@****ine.com
What schools did Cassie A. Jackson attend?
Cassie A. Jackson attended Montana State University-Bozeman.
What skills is Cassie A. Jackson known for?
Cassie A. Jackson has skills like Leadership, Team Building, Eos, Sales Strategy, Strategic Partnerships, Public Speaking, Hubspot, Account Management, Sales, Microsoft Products, Microsoft Powerpoint, Nonprofit Management.
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