Administrative Assistant
Current
Mar 2024 - Present
AeroLeads people directory · profile
Mason Cox Email & Phone Number
Associate Financial Planner | Paraplanner
at
Kavalier & Associates, P.C.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Planner | Paraplanner
Location
West Des Moines, Iowa, United States
Company size
Who is Mason Cox? Overview
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Quick answer
Mason Cox is listed as Associate Financial Planner | Paraplanner at Kavalier & Associates, P.C., a company with 9 employees, based in West Des Moines, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Mason Cox.
Mason Cox previously worked as Administrative Assistant at Kavalier & Associates, P.C. and Ground Operations Agent at Allegiant. Mason Cox holds Bachelor'S Degree, Financial Planning And Services from Iowa State University.
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Kavalier & Associates, P.C.
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Profile bio
About Mason Cox
I am a dedicated professional with strong capability in conducting comprehensive financial analysis, developing personalized financial plans, and providing tailored solutions to client needs. Throughout my career, I have been recognized for: • Assisting clients with transactions, updating databases, and responding to underlying correspondence to improve client service processes. • Creating/implementing workflows to improve operational efficiency and client experiences. • Identifying potential risks and providing appropriate remediations, while leading administration of client investment portfolios. I am a flexible team player with solid analytical, research, supervision, and time management attributes.Some of my Core Competencies include: Financial Planning | Customer Service | Risk Management | Financial Analysis | Health & Safety Protocols | Reporting & Documentation | Bookkeeping | Tax Filing Support | IRS Standards
Current workplace
Mason Cox's current company
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Kavalier & Associates, P.C.
5 roles · 14 years
Mason Cox work experience
A career timeline built from the work history available for this profile.
Ground Operations Agent
Responsible for the handling of customer baggage, including loading and unloading on and off the aircraft, marshaling in and pushing back the aircraft, operation of ground service equipment (GSE), meet arriving flights, service departing flights, assist customers with special needs, assist customer service agents, as needed, and any other duties as assigned.
Jan 2024 - May 2024
Teller Service Representative
- Serving as a teller service representative, I supervise essential departmental documents and reports in order to keep members informed with necessary information. Moreover, I handle member inquiries, which include.
- Delivered exceptional member service by executing transactions and supporting members in attaining set financial targets.
Jul 2023 - Mar 2024
Food Delivery Driver
- Here, I act as a liaison between customers and merchants to ensure the accuracy of orders both during the pickup process and upon delivery.Below are mentioned some of my Achievements in this job role:
- Maintained average customer rating of 4.97 out of 5.0 through professional interactions with 700+ customers, effectively catering to their specific requirements.
- Successfully completed over 1500 orders by consistently delivering them on time or ahead of schedule, while achieving a 97% on-time performance rate.
2020 - 2023
~3 yrs
Farm Hand
Dykstra Farms
- During this role, I operated farming equipment from John Deere and Case to carry out agricultural duties at Dykstra Farms and Cargill. Additionally, I aided in maintaining financial records and offered guidance to the.
- Ensured the well-being of livestock by providing feed, water, and vigilant monitoring of food and water provisions.
2012 - 2020
~8 yrs
Team & coworkers
Colleagues at Kavalier & Associates, P.C.
Other employees you can reach at kavalierandassociates.com. View company contacts for 9 employees →
CP
Chanda Petermann-Bailey
Colleague at Kavalier & Associates, P.C.Victoria, Minnesota, United States, United States
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JK
Jason Kavalier
Colleague at Kavalier & Associates, P.C.West Des Moines, Iowa, United States, United States
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MA
Mackenzi Annis
Colleague at Kavalier & Associates, P.C.Indianola, Iowa, United States, United States
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LC
Lisa Christine Cox
Colleague at Kavalier & Associates, P.C.Albia, Iowa, United States, United States
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JW
Jeanne White
Colleague at Kavalier & Associates, P.C.Johnston, Iowa, United States, United States
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MK
Mark Kloberdanz
Colleague at Kavalier & Associates, P.C.Des Moines, Iowa, United States, United States
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JW
Jenny West
Colleague at Kavalier & Associates, P.C.Pleasantville, Iowa, United States, United States
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Chanda Petermann-Bailey
Colleague at Kavalier & Associates, P.C.Victoria, Minnesota, United States, United States
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JK
Jason Kavalier
Colleague at Kavalier & Associates, P.C.West Des Moines, Iowa, United States, United States
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MA
Mackenzi Annis
Colleague at Kavalier & Associates, P.C.Indianola, Iowa, United States, United States
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LC
Lisa Christine Cox
Colleague at Kavalier & Associates, P.C.Albia, Iowa, United States, United States
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JW
Jeanne White
Colleague at Kavalier & Associates, P.C.Johnston, Iowa, United States, United States
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MK
Mark Kloberdanz
Colleague at Kavalier & Associates, P.C.Des Moines, Iowa, United States, United States
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JW
Jenny West
Colleague at Kavalier & Associates, P.C.Pleasantville, Iowa, United States, United States
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3 education records
Mason Cox education
Bachelor'S Degree, Financial Planning And Services
Bachelor'S Degree, Kinesiology And Exercise Science
Education record
FAQ
Frequently asked questions about Mason Cox
Quick answers generated from the profile data available on this page.
What company does Mason Cox work for?
Mason Cox works for Kavalier & Associates, P.C..
What is Mason Cox's role at Kavalier & Associates, P.C.?
Mason Cox is listed as Associate Financial Planner | Paraplanner at Kavalier & Associates, P.C..
Where is Mason Cox based?
Mason Cox is based in West Des Moines, Iowa, United States while working with Kavalier & Associates, P.C..
What companies has Mason Cox worked for?
Mason Cox has worked for Kavalier & Associates, P.C., Allegiant, Veridian Credit Union, Doordash, and Dykstra Farms.
Who are Mason Cox's colleagues at Kavalier & Associates, P.C.?
Mason Cox's colleagues at Kavalier & Associates, P.C. include Chanda Petermann-Bailey, Jason Kavalier, Mackenzi Annis, Lisa Christine Cox, and Jeanne White.
How can I contact Mason Cox?
You can use AeroLeads to view verified contact signals for Mason Cox at Kavalier & Associates, P.C., including work email, phone, and LinkedIn data when available.
What schools did Mason Cox attend?
Mason Cox holds Bachelor'S Degree, Financial Planning And Services from Iowa State University.
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