Processing Support Specialist
Cassie is a Processing Support Specialist on our processing team. She completes and tracks client requests, applications, transfers, distributions, withdrawals and other needs for our onboarding clients and existing clients. Cassie enjoys helping clients and is instrumental in assisting our clients with completing their full retirement plan. There are many detailed aspects of creating a retirement plan, so Cassie aims to make our clients feel comfortable and at ease, making a complex transition much easier for them.