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Cassi Fagan
professional
Gilbert, AZ, USA
About me
With over 15 years of experience in sales, honed interpersonal skills, planning, and client relationship. Coupled with a commitment to delivering personalized, results-driven services.
Education
Education Background
Penrose Academy - 13402 N Scottsdale Rd, Scottsdale, AZ 85254
Esthi - 100% Attendance - 95 GPA
Graduation Date: 01/2025
License
Esthi
Why I'm here
I am here to gain opportunities and knowledge, so that I am able to grow further in my caree.
Key Performance Indicators
31.58%
Repeat Client Retention
31.84
Frequency of Visit
$88.53
Average Ticket
Additional Information
Preferred Brands
Specialties
Software
Payment Preference
Employment Information
1
Practice Solutions Account OfficerBank of America (09/2016 – 12/2024)Cultivated and persuaded doctors to move forward with purchasing or start up opportunities.
Upsold and cross sold other products and services across the bank.
Assisted in implementing process.
Train...
2
Relationship SpecialistCharles Schwab (05/2014 – 09/2016)Consulted and educated high net worth Investment Advisors on their client requests.
Worked in partnership with internal associates to meet times for advisors inquires and services.
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