2016 -2023 Annuity Inheritor Services Case Manager @
2014 -2016 High Net Worth Service Associate @
2013 -2014 Operations Analyst-Loan @
2010 -2013 High Net Worth Service Associate @
2007 -2010 Service and Trading Professional @
2001 -2007 Customer service and security and sales and BBY for business and front end senior @ Best buy
Cassi Fulton Education
Hesser college
Bachelor of Science (B.S.) (Business Administration)
2003-2006
University of New Hampshire-Manchester
(deaf studies/ business administration)
2001-2003
Cassi Fulton Skills
Microsoft Office
Microsoft Word
Investments
Finance
Customer Service
Financial Analysis
Financial Services
Cassi Fulton Summary
Cassi Fulton, based in Greenfield, NH, US, is currently a Practice Manager at Rise Private Wealth Management A private wealth advisory practice of Ameriprise . Cassi Fulton brings experience from previous roles at Fidelity Investments. Cassi Fulton holds a 2003 - 2006 Bachelor of Science (B.S.) in Business Administration @ Hesser college. With a robust skill set that includes Microsoft Office, Microsoft Word, Investments, Finance, Customer Service and more. Cassi Fulton has 1 mobile phone numbers on RocketReach.
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