Cassie McVey

Operations Manager

My background:

Years in Customer Services Industry: 15+

Years in Financial Industry: 10+

Associate of Science Degree in Business Administration


Duties include:                                    

Day-to-Day Client Operations (withdrawals, account changes, etc.)

Assist Financial Advisors    

Respond/Resolve to Client Operation Issues in a Timely Manner

Maintain Client Records and Document Client Activities/Discussions

Coordinate Internal Projects and Determine the Best Utilization of Resources to Increase Client Satisfaction/Experience

Notary Public 

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Phone 603-715-9090
Fax 603-715-9089