Kassi Hyde Email & Phone Number
Wealth Management Advisor @ Apollon Peachtree Corners
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Kassi Hyde Location
- Peachtree Corners, GA, US
Kassi Hyde Work
- Wealth Management Advisor @ (September 2023 - Present)
- Vice President, Wealth Adviser- ChFC @ Goldman Sachs Personal Financial Management (March 2014 - September 2023)
- Financial and Divorce planner @ Independent Wealth Advisors Group, Inc. (January 2013 - February 2014)
- Independent Financial Planner with TBCI @ Thomas Burdg Consulting (TBCI) (January 2003 - December 2012)
- Financial Consulting @ Thomas Burdg Consulting (TBCI) (March 2003 - June 2004)
- Financial Consultant, FIC @ (June 2004 - February 2008)
- Multi-Family Property Manager @ ING Clarion (May 2001 - March 2003)
- Multi-Family Property Manager @ Bernand and Allison (July 1998 - February 2001)
Kassi Hyde Education
- Institute of Divorce Financial Analysts 2013-2013
- American College 2006-2008
Kassi Hyde Skills
- Estate Planning
- Independent Financial Planning
- Chfc Designation
- Investment Tax Planning
- Building Customer Loyalty
- Public Speaking
- Tax Planning
- Inheritance Planning
- Retirement Planning
- Financial Planning
- IRAs
- Linkedin Open Networker
- Cdfa
- Investment Management
- Passion for Helping Others
- Highly Dedicated
- Wealth Management
- Business Planning
- ChFC
- Strategic Financial Planning
- Business Benefits
- Microsoft Excel
- Investment Analysis
- Community Outreach
- Customer Service
- 401K Management
- Exceeding Customer Expectations
- Life Insurance Planning
- Divorce Planning
- Investment Planning
- 401K Analysis
- Management
- Goal Based Financial Planning
- Corporate Benefit Planning
- RIA
- Fee Based
- Research
- Banking
- Sales
- Strategic Planning
- Finance
- 401 Management
- 401 Analysis
- Toastmasters Cl
Kassi Hyde Summary
- Kassi Hyde, based in Peachtree Corners, GA, US, is currently a Wealth Management Advisor at Apollon Peachtree Corners. Kassi Hyde brings experience from previous roles at Goldman Sachs Personal Financial Management, Independent Wealth Advisors Group, Inc. and Thomas Burdg Consulting (TBCI). Kassi Hyde holds a 2013 - 2013 Institute of Divorce Financial Analysts. With a robust skill set that includes Estate Planning, Independent Financial Planning, Chfc Designation, Investment Tax Planning, Building Customer Loyalty and more. Kassi Hyde has 1 emails and 1 mobile phone numbers on RocketReach.
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