Profil
Ms. Wist joined Cassaday & Co. in June 2008.
Ms. Wist graduated from James Madison University in 2007 with a degree in Marketing.
She currently holds the Series 7 and 66 securities registrations.
While at JMU, she was the copy editor of the university's nationally-awarded yearbook, The Bluestone, and a member of Delta Delta Delta.
Anciens postes connus de Sara Wist
| Sociétés | Poste | Fin |
|---|---|---|
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Corporate Officer/Principal | - |
Formation de Sara Wist
| James Madison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
