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Casandra Garrett
Analyst-Equity presso Moisand Fitzgerald Tamayo LLC
Profilo
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.
Posizioni attive di Casandra Garrett
Società | Posizione | Inizio |
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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. | Analyst-Equity | 01/01/2019 |
Formazione di Casandra Garrett
Belhaven University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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