Cassie Beardslee, CFP® AWMA®

Wealth Coach & Director of Client Service at MKD Wealth Coaches, LLC
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Contact Information
us****@****om
(386) 825-5501

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Experience

  • MKD Wealth Coaches, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Coach & Director of Client Service
      • Oct 2021 - 2 years 3 months

      Troy, Michigan, United States

    • Senior Associate Wealth Coach
      • Jul 2019 - Oct 2021

      Troy, MI

    • Associate Wealth Coach
      • Aug 2016 - Jul 2019

      Troy, Michigan

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2015 - Jul 2016

    • Wealth Planning Analyst
      • Jul 2013 - Aug 2015

      • Holds the AWMA® (Accredited Wealth Management AdvisorSM) designation which concentrates on comprehensive wealth stategies for high net worth individuals. Focused topics include equity-based compensation planning, tax reduction alternatives, asset protection strategies, legacy planning, and considerations for small-business owners and corporate executives. • Passed the CERTIFIED FINANCIAL PLANNER™ board exam in March 2015.

  • Bloomberg
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager & Sales Associate
      • Feb 2012 - Jun 2013

      731 Lexington Avenue, New York, NY 10022

    • Fixed Income Analyst
      • Mar 2011 - Feb 2012

      731 Lexington Avenue, New York, NY 10022

Education

  • Michigan State University
    Bachelor of Science (B.S.), Physiology, General
    2006 - 2010

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