Meet Cassie Gendron, Client Service AssociateSubmitted by WestView Investment Advisors on June 21st, 2019
If you haven’t had the pleasure of meeting her yet, please welcome our newest Burlington associate, Cassandra Gendron CFP®! Cassie joins us from UBS where she spent three years as a Wealth Planning Associate providing financial planning services to clients throughout Vermont and New Hampshire. Prior to working at UBS, Cassie spent five years in commercial and retail banking. A graduate of Providence College, majoring in social work and business studies, Cassie brings a unique set of skills to our team.
Cassie is primarily responsible for supporting the service and operational functions of our Burlington office. Cassie will serve as another point of contact for our clients and is able to assist with all of our clients’ service requests. With her experience and educational background as a CERTIFIED FINANCIAL PLANNER™, Cassie will also be providing financial planning services to new and existing clients.
A native Vermonter, Cassie enjoys spending time with her growing family and is an active member of her community. This summer you will most likely find Cassie with her husband Chris and 9-month-old daughter Chiara on Lake Champlain boating and running with their dog Dalton.