Cassaday & Company, Inc.

Description

Address: 8180 Greensboro Dr #1180, McLean, VA 22102 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 506-8200Category: : : : Place name: : : Website: : Website: http://www.cassaday.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cassaday & Company Posting publicly on the Web Write a review Reviews 2 Google reviews

Cassaday & Company, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cassaday & Company, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Cassaday & Company, Inc. Employees

Employee
Years
Job
Industry
Bethany (Hunter) Wilmoth Bethany (Hunter) Wilmoth Washington D.C. Metro Area Details
Bethany (Hunter) Wilmoth's Cassaday & Company, Inc. Experience June 2015 - Present
Job Investment Operations Associate at Cassaday & Company, Inc.
Industry Education Management
Experience
Cassaday & Company, Inc.   June 2015 - Present
Allbackoffice Consulting, LLC  December 2013 - May 2015
Charles Schwab  July 2013 - November 2013
Charles Schwab  February 2012 - June 2013
Johnston County Schools  August 2005 - June 2011
The Limited  September 2005 - April 2007
Houlihan's Restaurants, Inc.   June 2000 - May 2001

Skills
Public Speaking, Teaching, Customer Service, PowerPoint, Community Outreach, Nonprofits, Staff Development, Training, Data Analysis, Team Building, CRM, Salesforce.com, Leadership, Microsoft Office, Research, Strategic Planning

Education
East Carolina University   2001 — 2005
BS, Education

Sean Gallahan, CFP®, CMFC Sean Gallahan, CFP®, CMFC Washington D.C. Metro Area Details
Sean Gallahan, CFP®, CMFC's Cassaday & Company, Inc. Experience May 2008 - Present
Job Vice President at Cassaday & Company, Inc.
Industry Financial Services
Experience
Cassaday & Company, Inc.   May 2008 - Present

Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Strategic Financial...

Education
Georgetown University   2010 — 2010
Certified Financial Planner, Certificate in Financial Planning

Radford University   2004 — 2008
BBA, Finance

Justin Harris, CFP®, CMFC Justin Harris, CFP®, CMFC Mclean, Virginia Details
Justin Harris, CFP®, CMFC's Cassaday & Company, Inc. Experience July 1998 - Present
Job Principal Cassaday & Company, Inc.
Industry Financial Services
Experience
Cassaday & Company, Inc.   July 1998 - Present
Cassaday & Company, Inc.   July 1998 - Present

Skills
Wealth Management, Asset Allocation, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Asset Managment, Financial Planning

Education
Randolph-Macon College
Bachelor of Arts, Accounting

Lauren E. Grant Lauren E. Grant Washington D.C. Metro Area Details
Lauren E. Grant's Cassaday & Company, Inc. Experience April 2014 - November 2014
Job Paralegal, Law Office of Michael Rothman
Industry Legal Services
Experience
Law Office of Michael S. Rothman   February 2012 - Present
Cassaday & Company, Inc.   April 2014 - November 2014
Bossed Up, LLC   September 2013 - February 2014
Yelp  June 2012 - January 2013
U.S. House of Representatives   2012 - 2012

Skills
Legal Writing, Research, Marketing, Leadership, Operational Planning, Time Management, Marketing Communications, Sales, Social Media, Legal Documents, Legal Research, Training, Event Planning, Client Relations Skills, Creative Writing, Editing, Management, Fundraising, Outstanding..., Public Records, Client Intake, Westlaw, Talent Acquisition, Preparing Motions, Talent Booking, Talent Management, Operations Management, Notary Public

Education
University of Missouri-Columbia   2007 — 2011
Bachelor of Science (BS), Political Science and Government

Flora(Jin) Yu Flora(Jin) Yu Washington D.C. Metro Area Details
Flora(Jin) Yu's Cassaday & Company, Inc. Experience January 2014 - Present
Job Research & Investment Management Associate
Industry Financial Services
Experience
Cassaday & Company, Inc.   January 2014 - Present
University of Maryland-Robert H.Smith Business School   August 2011 - May 2013
Industrial and Commercial Bank of China  January 2010 - March 2010
China National Machinery Import & Export Corporation   July 2009 - September 2009
China Everbright Bank  June 2009 - July 2009

Skills
Eviews, Financial Modeling, Bloomberg, Economics, Valuation, Econometrics, Corporate Finance, Quantitative Analytics, Mandarin, Financial Analysis, Data Analysis, Equity Research, Statistics, Derivatives, Finance

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2013
master, Finance

University of Maryland College Park   2011 — 2013
Master of Science (MS), Business and Management-Finance

Capital University of Economics and Business   2006 — 2010
Bachelor's degree, Economics, 3.8

Beijing No 4 High School

Kyle Riddle Kyle Riddle Carmel, Indiana Details
Kyle Riddle's Cassaday & Company, Inc. Experience January 2005 - March 2008
Job Director of Marketing, Employee Benefits at Brown and Brown of Indiana, LLC
Industry Insurance
Experience
Brown and Brown of Indiana, LLC   January 2015 - Present
Brown and Brown of Indiana, LLC   August 2013 - December 2014
Brown and Brown of Indiana, LLC   April 2012 - August 2013
ChildHelp, Inc.   2008 - 2011
Cassaday & Company, Inc.   January 2005 - March 2008

Skills
Excel, Program Management, Financial Analysis, Data Analysis, Non-profits, Grants, Portfolio Management, Strategic Financial..., Strategic Planning, Grant Writing, Process Improvement, Asset Allocation, Business Analysis, Asset Managment, Access, Program Development, Organization &..., Mutual Funds, Community Outreach, Leadership, Employee Benefits, Analysis, Financial Modeling, Insurance, Financial Reporting, Risk Management, Financial Planning, Health Insurance, Management, Training, Life Insurance

Education
George Mason University   2008 — 2010
Master of Arts, History

Radford University - College of Business and Economics   2000 — 2004
Bachelor of Science, Economics

Chris Cassaday, CMFC® Chris Cassaday, CMFC® Washington D.C. Metro Area Details
Chris Cassaday, CMFC®'s Cassaday & Company, Inc. Experience June 2014 - Present
Job Research & Investment Management Associate at Cassaday & Company, Inc.
Industry Financial Services
Experience
Cassaday & Company, Inc.   June 2014 - Present
Cassaday and Company Inc.   January 2010 - December 2013
RBGCC   May 2009 - August 2012
Citigroup  April 2010 - July 2010

Skills
Annuity Analysis, Stock Market Analysis, Cost Basis Reporting, Market Research, Statistics, Data Entry, Microsoft Office, Customer Service, Customer Satisfaction, Bass, Hockey, Tennis, Songwriting, Guitar

Education
James Madison University   2010 — 2014
Bachelor of Arts (B.A.), Psychology, Graduated

Sara Wist Baldino Sara Wist Baldino Austin, Texas Details
Sara Wist Baldino's Cassaday & Company, Inc. Experience June 2008 - December 2010
Job Communications Associate, Major Systems Initiative at The Nature Conservancy
Industry Writing and Editing
Experience
The Nature Conservancy  November 2013 - Present
Municipal Securities Rulemaking Board  March 2011 - November 2013
Cassaday & Company, Inc.   June 2008 - December 2010
EXPRESS  September 2006 - May 2008
The American Scholar   June 2007 - August 2007
James Madison University  March 2005 - May 2007

Skills
Microsoft Office, Marketing Strategy, Project Management, Media Relations, Writing, Publications, Adobe Creative Suite, Strategic Communications, Press Releases, Newsletters, Proposal Writing, Copy Editing

Education
James Madison University   2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing

Osbourn High School   1999 — 2003

Jennifer Rooney, CMP Jennifer Rooney, CMP Washington D.C. Metro Area Details
Jennifer Rooney, CMP's Cassaday & Company, Inc. Experience June 2004 - January 2005
Job Assistant Director, Meetings at AASA,The School Superintendents Association
Industry Events Services
Experience
AASA,The School Superintendents Association  May 2014 - Present
AASA,The School Superintendents Association  January 2012 - May 2014
American Society of Travel Agents (ASTA)   May 2009 - December 2011
International Sign Association  February 2008 - May 2009
Grand Cuisine / Grand Hyatt Washington   September 2006 - January 2008
Bread & Water for Africa   June 2005 - August 2005
Cassaday & Company, Inc.   June 2004 - January 2005

Skills
Event Planning, Marketing, Tourism, Marketing Strategy, Public Relations, Microsoft Office, Non-profits, Negotiation, Customer Service, Travel Management, Association Management, Email Marketing, Program Management, Event Management, Team Building, Meeting Planning

Education
Radford University   2002 — 2006
Bachelors, Communications/Public Relations Minor in Marketing

Allison Huke-Felix Allison Huke-Felix Washington D.C. Metro Area Details
Allison Huke-Felix's Cassaday & Company, Inc. Experience July 2001 - Present
Job Chief Operating Officer
Industry Financial Services
Experience
Cassaday & Company, Inc.   July 2001 - Present
Cassaday & Company, Inc.   2006 - 2011
Cassaday & Company, Inc.   2001 - 2006
American Trucking Associations  2001 - 2001
Olympia Sports  1998 - 1999

Education
George Mason University - School of Management   2009 — 2011
EMBA, Business Administration

Radford University   1998 — 2001
Communications, Public Relations

Northeastern University   1996 — 1998

North Yarmouth Academy

North Yarmouth Academy

Nicholas A. Harris, CFP®, AEP®, CAP®, CRPC® Nicholas A. Harris, CFP®, AEP®, CAP®, CRPC® Washington D.C. Metro Area Details
Nicholas A. Harris, CFP®, AEP®, CAP®, CRPC®'s Cassaday & Company, Inc. Experience April 2006 - Present
Job Vice President at Cassaday & Company, Inc.
Industry Financial Services
Experience
Cassaday & Company, Inc.   April 2006 - Present
PRS, Inc.   June 2010 - Present
SCAN of Northern Virginia  September 2013 - Present

Skills
Investment Management, Retirement Planning, Comprehensive Financial..., Cash Flow Generation, Wealth Management, Portfolio Management, Investment Advisory, Charitable Gift Planning, Non-profits

Education
Georgetown University   2005 — 2006
Executive Certificate in Financial Planning

University of Virginia   2000 — 2004
Bachelor of Arts

Gonzaga College High School   1996 — 2000

Lisa Dickerson Lisa Dickerson Washington D.C. Metro Area Details
Lisa Dickerson's Cassaday & Company, Inc. Experience 2008 - 2009
Job HR Recruiting Coordinator Contractor at VT iDirect
Industry Information Technology and Services
Experience
VT iDirect  July 2015 - Present
The Nature Conservancy  November 2013 - Present
MBO Partners  November 2011 - November 2013
Sagent Partners  June 2011 - October 2011
ettain group  April 2010 - June 2011
Cassaday & Company, Inc.   2008 - 2009

Skills
SharePoint, Interviews, Applicant Tracking..., Technical Recruiting, Management, Access, Employee Benefits, Vendor Management, Salesforce.com, Microsoft Excel, Microsoft Office, Payroll, Internet Recruiting, Social Media, Marketing, Training, IQ Navigator, Adobe Acrobat, Operations..., CRM, Leadership, Purchase Orders, Process Flow Charts, Compliance, Google Analytics, Independent Contractors, Internal Audit, Oracle Reports, Concur, Web Analytics, Benchmarking

Education
Radford University   2005 — 2009
Bachelor of Business Administration Marketing, Minor Media Studies-Concentration in Advertising

Allison Rubio Allison Rubio Washington D.C. Metro Area Details
Allison Rubio's Cassaday & Company, Inc. Experience January 2014 - June 2015
Job Director of Scheduling
Industry Political Organization
Experience
Webb 2016   May 2015 - Present
Cassaday & Company, Inc.   January 2014 - June 2015
Virginia Tech  November 2012 - January 2014
Virginia Tech  July 2009 - November 2012
Cassaday & Company, Inc.   May 2007 - May 2009
Bay Restaurant Group   April 2003 - May 2007
Radford University  August 2005 - September 2006
Radford University  August 2004 - May 2005
Schakolad Chocolate Factory  September 2002 - July 2003

Skills
Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, PowerPoint, Social Media, Higher Education, Time Management, Data Entry, Community Outreach, Teamwork, Editing, Social Networking, Management, Training, Marketing, Public Relations

Education
Radford University   2010 — 2013
Masters of Science, English

Radford University   2003 — 2007
Bachelors of Science, Political Science, English

New River Community College   2009 — 2011

Stacie Mandaleris Stacie Mandaleris Washington D.C. Metro Area Details
Stacie Mandaleris's Cassaday & Company, Inc. Experience July 2015 - Present
Job Client Services Assistant, Cassaday and Company, Inc.
Industry Marketing and Advertising
Experience
Cassaday & Company, Inc.   July 2015 - Present
Radford University  2013 - Present
American Marketing Association  May 2014 - May 2015
Marketing Tutor   February 2014 - May 2014
Blair Essentials   2009 - 2011
Open Water Displays   2008 - 2010

Skills
Public Speaking, Advertising, Sales, Time Management, Marketing Strategy, Written & Oral..., Social Networking, Creativity, Market Research, Leadership, Event Planning, Integrated Marketing, Adaptability

Education
Radford University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing

Frank W. Cox High School   2007 — 2011
Honors

Josh Wertzberger Josh Wertzberger Reston, Virginia Details
Josh Wertzberger's Cassaday & Company, Inc. Experience April 2015 - June 2015
Job Intern at Cassaday & Company, Inc.
Industry Financial Services
Experience
Cassaday & Company, Inc.   April 2015 - June 2015
CityWorth Mortgage  September 2014 - March 2015
SBC Growth Partners   July 2014 - September 2014

Skills
Strategic Planning, Investments, Business Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Planning, Strategy, Business Development, Corporate Finance, Portfolio Management, Risk Management, Management Consulting, New Business Development, Financial Modeling, Leadership, Management, Finance, Managerial Finance, Executive Management, Due Diligence

Education
University of Virginia   2015 — 2019
Bachelor of Arts (B.A.)

The Johns Hopkins University   2014 — 2015

University of Pennsylvania - The Wharton School   2014 — 2015
Introduction to Financial Accounting, Introduction to Marketing, Completion

Flint Hill School   2011 — 2015
General high school education, 12th

Georgetown University - The McDonough School of Business   2014 — 2014
Fundamentals of Business - Leadership in the Global Economy, Business Administration and Management, General

George Mason University - School of Business   2013 — 2014
Economics

Stephan Cassaday Stephan Cassaday Mclean, Virginia Details
Stephan Cassaday's Cassaday & Company, Inc. Experience October 1993 - Present
Job Founder, President and Chief Executive Officer
Industry Financial Services
Experience
Cassaday & Company, Inc.   October 1993 - Present

Skills
Financial Planning, Retirement Planning, Comprehensive Wealth..., Consolidation,..., Financial Advisory, Finance, Nonprofits, Management, Investment Advisory, Wealth Management, Investments, Mutual Funds, Asset Management, Investment Strategies, Portfolio Management, Retirement

Education
Radford University   1973 — 1976
BS Psychology, Business Minor

Julia Goldberg Julia Goldberg Greater Boston Area Details
Julia Goldberg's Cassaday & Company, Inc. Experience February 2010 - May 2012
Job Administrative Professional
Industry Financial Services
Experience
GMO  February 2015 - Present
Monitor Clipper Partners  August 2012 - February 2015
Cassaday & Company, Inc.   February 2010 - May 2012
Lifetime Fitness  May 2008 - January 2010
Venturi Staffing Partners  November 2007 - April 2008
Temple Isaiah  September 1998 - September 2007
Wellspace: Spa for Integrative Health and Wellness   April 2007 - August 2007
Multi-Family Specialists, Inc.   June 2003 - December 2006

Skills
Event Planning, Customer Service, Advertising, Event Management, Microsoft Office, Marketing, Social Media, Editing, Management, PowerPoint, Strategic Planning, Communication, Team Leadership, Public Speaking, Social Networking, Budgets, Sales, Microsoft Excel, Leadership

Education
Middlesex Community College   2005 — 2006
Associates, Liberal Sciences

Keene State College   2003 — 2005
n/a, Communications

Lee Striar Lee Striar Greater Philadelphia Area Details
Lee Striar's Cassaday & Company, Inc. Experience February 2002 - September 2003
Job Director, Real Estate Development at People's Emergency Center
Industry Real Estate
Experience
People's Emergency Center  October 2012 - Present
Pennrose Properties, LLC  September 2009 - October 2012
Philadelphia Industrial Development Corporation  May 2008 - May 2009
Jackson Cross Partners  July 2006 - December 2008
Hillsdale Media   January 2004 - March 2006
Cassaday & Company, Inc.   February 2002 - September 2003

Skills
Real Estate Economics, Real Estate Development, Due Diligence, Real Estate, Finance, Leases, Urban Planning, Commercial Real Estate, Financial Modeling, Tax Credits, Investments, Economic Development, Nonprofits, Business Development, Real Estate Transactions

Education
University of Pennsylvania   2007 — 2009
Masters, City and Regional Planning; Real Estate Development

Cornell University   1995 — 1999
BS, Business/Finance

Chad Cassaday, CMFC Chad Cassaday, CMFC Washington D.C. Metro Area Details
Chad Cassaday, CMFC's Cassaday & Company, Inc. Experience June 2015 - Present
Job Director of Information Technology at Cassaday & Company, Inc.
Industry Financial Services
Experience
Cassaday & Company, Inc.   June 2015 - Present
Cassaday & Company, Inc.   January 2012 - Present
Cassaday & Company, Inc.   August 2008 - January 2012

Education
Radford University   2003 — 2007
Management

Radford University - College of Business and Economics

Tyler Markheim, MSF Tyler Markheim, MSF Richmond, Virginia Details
Tyler Markheim, MSF's Cassaday & Company, Inc. Experience May 2008 - August 2008
Job Business Integration Analyst at McKesson
Industry Hospital & Health Care
Experience
McKesson  February 2014 - Present
McKesson  April 2011 - February 2014
Virginia Commonwealth University  August 2009 - January 2011
Cassaday & Company, Inc.   May 2008 - August 2008
Department of Defense  June 2007 - September 2007

Skills
Data Analysis, Financial Modeling, VBA, Access, PL/SQL, SQL, SQL Server, Oracle SQL, Oracle, Business Analysis, Business Objects, Analytics, Excel, Microsoft Excel, Microsoft SQL Server, Valuation, Forecasting, Stata, Portfolio Management, Leadership, Finance, Analysis, Budgets, Financial Analysis, Investments, Process Improvement, Project Management, Visio, Toad

Education
Virginia Commonwealth University   2009 — 2010
M.S., Finance

Radford University   2005 — 2009
B.B.A, Management

Radford University   2005 — 2009
B.B.A, Finance

Jessica Keener Jessica Keener Washington D.C. Metro Area Details
Jessica Keener's Cassaday & Company, Inc. Experience November 2007 - August 2008
Job Country Financial Director for the Department of Defense
Industry Financial Services
Experience
United States Department of Defense  July 2010 - Present
Reston Association  April 2005 - Present
George Mason University Athletics  July 2009 - May 2011
U.S. Department of Commerce   May 2009 - August 2009
Cassaday & Company, Inc.   November 2007 - August 2008

Skills
Data Analysis, Microsoft Excel, Microsoft Office, Economics, Access, Strategic Planning, Research, Financial Modeling, Budgets, Customer Service, Analysis, Time Management, Leadership, Financial Analysis, Management

Education
Defense Institute of Security Assistance Management   2011 — 2014
International Affairs Certification, Level 2

George Mason University   2009 — 2011
Masters of Art (M.A.), Applied Economics

Marshall University   2005 — 2009
Bachelors in Business Administraion (B.B.A.), Economics and Finance