Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Cassie Horvath

Registered Investment Associate
Medina,OH
Cassie Horvath

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 Services
Canton, 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 Zone
Hudson, 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 Indiana
Evansville, IN

from Biology
08.2010 - 05.2012

Skills

    Performance attribution

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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
Cassie HorvathRegistered Investment Associate