Hi, I’m
Cassie Horvath
Registered Investment Associate
Medina,OH
Summary
Top-notch administrator, leader and project manager. High-performing investment banking professional specializing in retirement planning. Versed in applicable legal considerations. Talent for customer acquisition and relationship building. Technologically savvy and keen to learn new programs quickly.
Overview
12
years of professional experience
2
years of post-secondary education
2
Certifications
Work History
Key Investment ServicesCanton, Ohio
Registered Investment Associate
11.2014 - Current
Job overview
- Developed and presented detailed analysis of 5 advisor's books of business, including three, million dollar producers.
- Facilitated new client onboarding process and investment account setup.
- Performed due diligence and valuation processes.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Effectively helped to increase productivity of 5 advisor's books by handling client death claims and retaining business, handling client trade requests and fielding day to day operations to allow the advisors more time for client facing interactions.
Verizon- Wireless Zone Hudson , Ohio
Store Manager
11.2013 - 11.2014
Job overview
- Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Managed inventory control, cash control and store opening and closing procedures.
- Coached sales associates on product knowledge by using wide variety of training tools.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Total Quality Logistics Inc.Brooklyn, Ohio
Account Executive
11.2012 - 11.2013
Job overview
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Cold called, canvassed and obtained referrals to develop sales pipeline.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Was one of nine LAT's that helped TQL emerge in the Cleveland market
- Contributed revenue to my senior LAT's book before I had even completed the training program
- In under a year became a top producing team member and was recognized on multiple occasions for lead producer of my tenure
Verizon- Wireless ZoneHudson, Ohio
Store Manager
02.2010 - 11.2012
Job overview
- Reviewed and monitored scheduling, purchases and other expenses for two to three locations simultaneously.
- Rotated merchandise and displays to feature new products and promotions.
- Delivered positive results in multiple stores in the IN/KY region and was asked the bring my proven success to the OH market
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Maximized store profitability through building rapport with existing clientele and community outreach
Education
University of Southern IndianaEvansville, IN
from Biology
08.2010 - 05.2012
Skills
Performance attribution
Strategic financial planning
Administration strength
Meticulous attention to detail
Best practices
Certification
Series 7
Timeline
Series 63
02-2016
Series 7
09-2015
Registered Investment Associate
Key Investment Services
11.2014 - Current
Store Manager
Verizon- Wireless Zone
11.2013 - 11.2014
Account Executive
Total Quality Logistics Inc.
11.2012 - 11.2013
University of Southern Indiana
from Biology
08.2010 - 05.2012
Store Manager
Verizon- Wireless Zone
02.2010 - 11.2012