David Cassel Email & Phone Number
Manager @ Northwestern Mutual
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David Cassel Location
- Menomonee Falls, WI, US
David Cassel Work
- Manager @ (November 2023 - Present)
- Investment Client Care Service Specialist @ (April 2021 - November 2023)
- Operations Analyst @ (June 2018 - March 2021)
- Financial Advisor @ (February 2014 - June 2018)
- Administrative Assistant @ (March 2013 - January 2014)
- Personal Assisant @ Proformance Network - Keith Fansher (November 2012 - March 2013)
- Financial Advisor @ (July 2011 - October 2012)
- Assistant @ (February 2011 - July 2011)
- College Financial Representative @ (May 2010 - February 2011)
- Intern @ (June 2009 - May 2010)
- Apprentice @ Focus Credit Union (June 2005 - August 2007)
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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