David Cassel Email & Phone Number
Manager @ Northwestern Mutual
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David Cassel Location
- Menomonee Falls, WI, US
David Cassel Work
- 2023 -now Manager @
- 2021 -2023 Investment Client Care Service Specialist @
- 2018 -2021 Operations Analyst @
- 2014 -2018 Financial Advisor @
- 2013 -2014 Administrative Assistant @
- 2012 -2013 Personal Assisant @ Proformance Network - Keith Fansher
- 2011 -2012 Financial Advisor @
- 2011 -2011 Assistant @
- 2010 -2011 College Financial Representative @
- 2009 -2010 Intern @
- 2005 -2007 Apprentice @ Focus Credit Union
David Cassel Education
- University of Wisconsin-Milwaukee - School of Business Administration
BSA (Intervarsity Christian Fellowship)
2007-2011
David Cassel Skills
- Leadership
- Estate Planning
- Series 63
- Strategic Financial Planning
- Research
- Finance
- Customer Service
- Asset Allocation
- Engineering
- Insurance
- Securities
- Life Insurance
- Mutual Funds
David Cassel Summary
- David Cassel, based in Menomonee Falls, WI, US, is currently a Manager at Northwestern Mutual. David Cassel brings experience from previous roles at Northwestern Mutual and BMO Financial Group. David Cassel holds a 2007 - 2011 BSA in Intervarsity Christian Fellowship @ University of Wisconsin-Milwaukee - School of Business Administration. With a robust skill set that includes Leadership, Estate Planning, Series 63, Strategic Financial Planning, Research and more. David Cassel has 2 emails and 2 mobile phone numbers on RocketReach.
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