Todd Cassler

Todd Cassler Email and Phone Number

Partner | Chief Growth Officer @ Cerity Partners
Todd Cassler's Location
Boston, Massachusetts, United States, United States
Todd Cassler's Contact Details

Todd Cassler work email

Todd Cassler personal email

n/a
About Todd Cassler

Todd Cassler is a Partner | Chief Growth Officer at Cerity Partners. He possess expertise in mutual funds, series 7, asset allocation, separately managed accounts, sales management and 23 more skills.

Todd Cassler's Current Company Details
Cerity Partners

Cerity Partners

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Partner | Chief Growth Officer
Todd Cassler Work Experience Details
  • Cerity Partners
    Partner| Chief Growth Officer
    Cerity Partners Aug 2024 - Present
    New York, Ny, Us
    View
  • Mariner Wealth Advisors
    Chief Strategy And Growth Officer
    Mariner Wealth Advisors Jan 2023 - Dec 2023
    Overland Park, Ks, Us
    As chief strategy & growth officer of the Corporate Development and Strategy team, I lead organic and inorganic growth initiatives, including corporate development, advisor recruiting, referral partner programs, traditional business development, advisory solutions and specialty programs. I focus on driving enterprise growth across all the Mariner Wealth Advisors business units, including its ultra-high net worth practice and Mariner Advisor Network.
    View
  • John Hancock Investments And Manulife Investment Management
    President Of Financial Institutions, Advisory Solutions And Institutional Distribution
    John Hancock Investments And Manulife Investment Management Sep 2006 - Oct 2022
    Oversee all sales and relationship management for the Registered Investment Advisor, Broker Dealer Platform, Bank Trust, Global Financial Institutions, Insurance Platform (Vit), Direct, Defined Contribution Investment Only, UCITS, ETF, Private Markets, Retirement, Consultant and Institutional Channels.
  • Neuberger Berman
    Vice President
    Neuberger Berman 2003 - 2006
    New York, Ny, Us
    View
  • American Skandia
    National Distribution Development Mgr
    American Skandia 1998 - 2003

Todd Cassler Skills

Mutual Funds Series 7 Asset Allocation Separately Managed Accounts Sales Management Alternative Investments Investments Financial Advisory Series 24 Series 63 Financial Services 401k Hedge Funds Wealth Management Series 65 Retirement Portfolio Management Networking Morningstar Finra Securities Series 6 Etfs Investment Advisory Investment Strategies Uniform Combined State Law Retirement Planning Asset Management

Todd Cassler Education Details

  • Columbia University School Of Professional Studies
    Columbia University School Of Professional Studies
    Masters In Wealth Management
  • Sacred Heart University
    Sacred Heart University
    Mba
  • University Of Dayton
    University Of Dayton
  • Uop
    Uop
    Doctorate (Abd)
  • Western Connecticut State University
    Western Connecticut State University
    Ba

Frequently Asked Questions about Todd Cassler

What company does Todd Cassler work for?

Todd Cassler works for Cerity Partners

What is Todd Cassler's role at the current company?

Todd Cassler's current role is Partner | Chief Growth Officer.

What is Todd Cassler's email address?

Todd Cassler's email address is tc****@****ock.com

What is Todd Cassler's direct phone number?

Todd Cassler's direct phone number is +161774*****

What schools did Todd Cassler attend?

Todd Cassler attended Columbia University School Of Professional Studies, Sacred Heart University, University Of Dayton, Uop, Western Connecticut State University.

What skills is Todd Cassler known for?

Todd Cassler has skills like Mutual Funds, Series 7, Asset Allocation, Separately Managed Accounts, Sales Management, Alternative Investments, Investments, Financial Advisory, Series 24, Series 63, Financial Services, 401k.

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