Cassandra Waitkunas
I have spent much of my career helping individuals and families who are experiencing life transitions such as divorce, losing a... | Canton, Ohio, United States
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Cassandra Waitkunas’s Emails ca****@mo****.com
Cassandra Waitkunas’s Phone Numbers No phone number available.
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Cassandra Waitkunas’s Location Canton, Ohio, United States
Cassandra Waitkunas’s Expertise I have spent much of my career helping individuals and families who are experiencing life transitions such as divorce, losing a spouse, selling a business, retiring, sudden wealth or taking over the family finances. Clients appreciate my empathy and consistent, ongoing communication during these transitional times. I follow a goals based wealth management approach and am backed by the global resources and capabilities of Morgan Stanley. My goal is to always provide the Ultimate Client Experience.
Cassandra Waitkunas’s Current Industry Morgan Stanley Wealth Management
Cassandra
Waitkunas’s Prior Industry
Jpmorgan Chase
|
Merrill Lynch Wealth Management
|
Morgan Stanley Wealth Management
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Work Experience
Morgan Stanley Wealth Management
First Vice President | Branch Manager | Financial Advisor
Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch Wealth Management
Resident Director
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Jpmorgan Chase
Private Client Banker
Wed Oct 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cassandra Waitkunas Email Addresses
FAQ About Cassandra Waitkunas
-
Cassandra Waitkunas is located at
Canton, Ohio, United States -
Cassandra Waitkunas is a
I have spent much of my career helping individuals and families who are experiencing life transitions such as divorce, losing a spouse, selling a business, retiring, sudden wealth or taking over the family finances. Clients appreciate my empathy and consistent, ongoing communication during these transitional times. I follow a goals based wealth management approach and am backed by the global resources and capabilities of Morgan Stanley. My goal is to always provide the Ultimate Client Experience. Morgan Stanley Wealth Management -
Cassandra Waitkunas currently works in the
Morgan Stanley Wealth Management -
Cassandra Waitkunas specializes in
I have spent much of my career helping individuals and families who are experiencing life transitions such as divorce, losing a spouse, selling a business, retiring, sudden wealth or taking over the family finances. Clients appreciate my empathy and consistent, ongoing communication during these transitional times. I follow a goals based wealth management approach and am backed by the global resources and capabilities of Morgan Stanley. My goal is to always provide the Ultimate Client Experience. -
Cassandra Waitkunas speaks the following languages:
No languages available. -
Cassandra Waitkunas has prior experience in the following industries:
Merrill Lynch Wealth Management , Jpmorgan Chase -
Cassandra Waitkunas has the following professional experience:
Morgan Stanley Wealth Management , Merrill Lynch Wealth Management , Jpmorgan Chase . -
You can view Cassandra Waitkunas’s
LinkedIn profile at LinkedIn URL. -
Cassandra Waitkunas’s work email addresses are
[email protected] . -
Cassandra Waitkunas works at
Morgan Stanley Wealth Management
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