CaSondra L. Gimbi

Director of Client Services

Series 7
Series 63
Financial Industries Training (FIT) Certificate through Cambridge Investment Research, Inc.

Joined

April 2015

10 years of previous industry experience in financial and banking offices.

Specialty

Operations: CaSondra assists the financial advisors in online account opening, online account access, product research, maintenance of client accounts, updating client records, life insurance, and client signing appointments. She also communicates with clients and company representatives to ensure deadlines and client needs are met.

Licensing:
CaSondra maintains all the proper licensing for the advisors.

Get to Know Me

CaSondra lives in Kiel with her husband, Richard, and their five boys. She enjoys watching her boys play sports, camping, volunteering, and cheering on the Packers and Brewers.

Expertise

Written by: CaSondra L. Gimbi

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