Cassidy Carlson's Location
Pennsylvania, United States
Cassidy Carlson's Work
- Financial Advisor @ Baird
- Financial Advisor @ HEFREN-TILLOTSON, INC.
- Associate Financial Advisor @ HEFREN-TILLOTSON, INC.
- Registered Financial Assistant @ HEFREN-TILLOTSON, INC.
- Financial Assistant @ HEFREN-TILLOTSON, INC.
- Operations Manager; Sales Specialist @ Kristi Boutique
- Allocation Analyst @ The TJX Companies, Inc.
- Sales Assistant Intern @ Indigofera distribution ltd
- Sales Associate @ Saks Fifth Avenue
- Finance Intern @ HEFREN-TILLOTSON, INC.
Cassidy Carlson's Education
- Duquesne University Palumbo Donahue School of Business
Executive Certificate in Financial Planning
2018 - 2019 - The Ohio State University
Bachelor’s Degree (Marketing, Fashion and Retail Studies)
2012 - 2016 - Mars Area High School
High School Diploma
2009 - 2012
Cassidy Carlson's Skills
- Social Media
- Microsoft Office
- Team Leadership
- Teamwork
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Customer Service
- Photoshop
- Tenacious Work Ethic
Cassidy Carlson's Summary
Cassidy Carlson, based in Pennsylvania, United States, is currently a Financial Advisor at Baird, bringing experience from previous roles at HEFREN-TILLOTSON, INC.. Cassidy Carlson holds a 2018 - 2019 Executive Certificate in Financial Planning @ Duquesne University Palumbo Donahue School of Business. With a robust skill set that includes Social Media, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel and more, Cassidy Carlson contributes valuable insights to the industry. Cassidy Carlson has 1 email and 1 mobile phone number on RocketReach.
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