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As a Golf Entertainer & Long Drive Professional, I have personally raised over $2M for various charities and foundations around the US and Canada. Through this experience, working directly with these groups and their participants, I have been able to develop high level interpersonal skills with groups and individuals.Experienced Account Manager with a demonstrated history of building and maintaining strong relationships with clients and customers. Skilled in Relationship Management, Sales, Fundraising, Securities, Financial Advising. Strong business development professional with a Bachelor of Business Administration (B.B.A.) focused in Business Administration and Management from Fort Lewis College.As a Golf Entertainer & Fundraiser, I have personally raised over $2M for various charities and foundations around the US and Canada. Through this experience, working directly with these groups and their participants, I have been able to develop high level interpersonal skills with groups and individuals.
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Co-Owner And Golf EntertainerPin HighDenver, Co, Us
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Co-Owner / Golf EntertainerPin High Mar 2022 - PresentPin High is your go to on-course fundraising & entertainment solution. Pin High is a nationwide Golf Event Agency that facilitates Professional Fundraisers and Golf Entertainers to help boost money raised and provide a memorable experience during your next golf tournament or event.
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Professional AthleteCassaday Golf Apr 2016 - Present• Self-taught competitor on the World Long Drive Tour and Member of The Callaway Long Drive Team• 8 x World Long Drive Championship appearances• $2M+ raised over nearly 1000 charity golf events • Manage relationships with non-profit organizations across North America to generate revenue during Golf Events• Multiple Television appearances on Golf Channel and NBC Sports • Image and likeness used for local and national marketing campaigns with Callaway Apparel, Callaway Golf, Stamina Pro, Powerchute, and Tee Claw
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Cassaday GolfCassaday Golf Apr 2017 - PresentAs a Golf Entertainer, I work directly with non-profit organizations all across North America to generate additional revenue at golf outings. My primary role at these events is to engage with guests on the course and work with volunteers to achieve a financial goal.
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Account ManagerWinning Ticket Nov 2020 - Aug 2022Palm Beach, Us• Manage accounts and provide exceptional customer service to ensure high customer satisfaction, positive longstanding relationships and residual business opportunities • Meet with clients in person or virtually to analyze individual needs, brainstorm customized solutions, and collaborate with our team to facilitate clients’ requests • Utilize our CRM to organize communication and connect with clients effectively • Present our software capabilities virtually and/or in-person dependent on preference • Track respective projects from start to finish to ensure the timely and successful delivery • Generate new business and long-term opportunities through networking events, prospecting, inbound lead follow-up, cold calling as well as face-to-face client meetings/presentations -
Client Relationship Manager361 Capital, A Division Of Hamilton Lane Jul 2014 - May 2017Conshohocken, Pa, Us• Served as the primary client liaison for all individual High Net Worth families• Managed accounts, developed client solutions for tax and estate planning based on individual clients needs• New client generation through specific networking and entertainment opportunities• Worked closely with CFO and COO to develop and implement companywide strategies focused on AUM growth• Content creator for 361 Capital Financial Blog -
Financial Reporting AnalystAlps, A Dst Company Jan 2014 - Jun 2014Denver, Co, UsCreated shareholder reports (quarterly, semi-annual and annual) for various Funds. Included initial review of related footnote disclosures to determine appropriate presentation and checked for adherence to relevant SEC and GAAP requirements. -
Senior Fund AccountantAlps, A Dst Company Sep 2013 - Jan 2014Denver, Co, Us
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Mutual Fund AccountantAlps, A Dst Company Jun 2012 - Sep 2013Denver, Co, UsIn the Fund Accounting division of ALPS, I am responsible for analyzing various equity and bond portfolios to determine the net asset value of individual fund. I process shareholder transactions, capital stock activity, and corporate actions. Daily I account for all securities purchased and sold, value securities, and evaluate income and expense accruals. I prepare financial statements, and preparation of board of trustee’s materials, coordination of financial audits and SEC filings. Currently my firm manages more than $3.275 billion in assets and provides servicing to more than $291 billion in client assets, which is good enough to make ALPS the #1 Global Service Provider.
Josh Cassaday Skills
Josh Cassaday Education Details
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Fort Lewis CollegeBusiness Administration And Management -
South Dakota State UniversityEconomics
Frequently Asked Questions about Josh Cassaday
What company does Josh Cassaday work for?
Josh Cassaday works for Pin High
What is Josh Cassaday's role at the current company?
Josh Cassaday's current role is Co-Owner and Golf Entertainer.
What is Josh Cassaday's email address?
Josh Cassaday's email address is jc****@****est.com
What is Josh Cassaday's direct phone number?
Josh Cassaday's direct phone number is +130391*****
What schools did Josh Cassaday attend?
Josh Cassaday attended Fort Lewis College, South Dakota State University.
What skills is Josh Cassaday known for?
Josh Cassaday has skills like Client Relations, Client Relationships Strengthening, Etfs, Mutual Funds, Fund Accounting, Accounting, Equities, Bloomberg Terminal, Corporate Actions, Bloomberg, Financial Analysis, Financial Reporting.
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