Casandra Garrett
Analyst-Equity bij Moisand Fitzgerald Tamayo LLC
Profiel
Ms. Casandra Garrett is a Financial Analyst at Moisand Fitzgerald Tamayo LLC.
She has over 20 years of experience in the financial services industry, including client services, investments, and supervisory responsibilities.
She assists the Financial Planning Department with developing client financial plans and retirement models and the Tax Department with the preparation of tax returns and tax projections.
She graduated with honors from Belhaven University in Jackson, MS in 1993 with a Bachelor of Science in Business Administration.
Actieve functies van Casandra Garrett
| Bedrijven | Functie | Begin |
|---|---|---|
Moisand Fitzgerald Tamayo LLC
 Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Analyst-Equity | 01-01-2019 |
Opleiding van Casandra Garrett
| Belhaven University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Finance |
