Director of Accounting & Finance
Cassandra serves as the Director of Finance & Accounting for Prospera Financial Services. Her primary responsibilities include overseeing the day to day financial operations of the firm, managing financial reporting, and developing efficiencies in the firm’s financial systems.
Cassandra joined Prospera in 2006 and has over 12 years of experience in operations and broker-dealer accounting. Cassandra earned her bachelor’s degree at Austin College in Sherman, Texas and holds the Series 7, 24, 27, 55 and 63 securities licenses. In 2012, Cassandra completed FINRA’s Certified Registered Compliance Professional program at Wharton University.