As Client Relationship Specialist, Casie works closely with clients on a regular basis, assisting with various questions they may have regarding their financial accounts. She also works with multiple custodians to process client requests, such as deposits, distributions, new account processes, or account maintenance.
Casie received a Bachelor of Science in Business Administration degree in Finance and Undergraduate Certificate in Leadership from Youngstown State University (OH) in 2020.
Prior to joining JFS, Casie completed an internship with F.N.B. Corporation.
Casie currently resides in Hermitage, PA. Outside of work, she spends most of her time in the gym, enjoying the outdoors, or catching up with family and friends.