Cassandra Jones
Platform Services Consultant Iii at Avantax
Based in Grapevine, United States
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Seniority
Staff
Department
Other
Location
Grapevine
Industry
Financial Services
Company size
477
Contact information
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c•••••••@avantax.com
Phone
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Background
About Cassandra Jones
I have over 25 years of experience in the Financial Industry. I currently hold a Series 7, 6, 99 and 63. I most recently held a position where I worked with implementing policies and procedures for money movement. In this position I worked with our Legal, Risk and Compliance groups to coordinate maintaining our procedures were compliant. I was also the subject matter expert on money movement processes and controls. I have been a manager of associates who approved money movement transactions for an advisor group. I am experienced in working with the public, working well with others and independently, adaptable to change, punctual and conscientious. Strong communication and problem-solving skills. Ability to remain calm under pressure. Able to multi-task with different projects. Fast learner who is self-motivated and able to work independently on projects or in a team environment.
Decision-makers
Other people at Avantax
- CNDirector
Chris Nowell
Director of Business Development · Sales & Business Development
- BPStaff
Bill Powers
Financial Advisor · Finance & Accounting
- KSDirector
Koshia Silver
Marketing Director, Signifi Elite Advisor Brands · Advertising & Marketing
- JAOther
Joe Ambrosia
Avantax Investment Servicessm, Avantax Advisory Servicessm · Other
- LMStaff
Leah Mead
Sm · General Business & Management
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