Cassaday & Company, Inc.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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