Verified recordFinancial Services

Maggie Kass

Client Service Manager at Carson Wealth

Based in San Francisco, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Manager

Department

Customer/Client Service

Location

San Francisco

Industry

Financial Services

Company size

304

Contact information

Reveal Maggie's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

m•••••••@carsonwealth.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Maggie Kass

I’m a client services and operations professional with a strong background in business management and administration within complex and highly regulated environments. My experience spans the financial services and medical industries and includes 7 years as a client services leader of a prominent wealth management firm as well as 11 years as the manager of a Marin-based plastic surgery practice. I’m known for my genuine enthusiasm, reassuring nature and relationship building skills as well as my ability to deliver against project milestones and goals. My business operations background includes accounting, record maintenance, budget supervision, communications, logistics, inventory control, vendor management and process improvement. When not tending to the needs of clients, I spend time hiking with my dog Goose, reading, getting creative in the kitchen and catching up with friends and family. In my wheelhouse-Project management -Client services -Relationship management -Practice management -Fiserv administration management -Clinical support -Healthcare administration management -Process improvement & implementation -Reporting & communication

Decision-makers

Other people at Carson Wealth

Browse the Carson Wealth team →

Build a list of verified contacts at Carson Wealth

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Maggie

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Maggie Kass Email & Phone Number @ Carson Wealth | Kipplo Discover