Cassie Wilson
FINSIA
Tell me more about Cassie Wilson?
Cassie Wilson is a highly experienced professional with 15.9 years of work experience in the financial services industry. She possesses a wide range of skills including wealth management, superannuation, strategic financial planning, retirement planning, and investment strategies. Currently, she serves as the Senior Manager, Business Development, NSW at MLC Life Insurance in Sydney, Australia. Throughout her career, Cassie has held various positions in reputable companies such as BT, ANZ, and GE. Her expertise lies in portfolio management, relationship management, and asset allocation.
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Emails and Phone Numbers
About
Senior Manager, Business Development, NSW at MLC Life Insurance
Work Experience
head of distribution strategy & enablement at mlc life insurance
Insurance
Cassie Wilson's Professional Milestones
- Strategic Account Associate (2011-01-01~2012-12-01): Provided strategic financial guidance, empowering clients to achieve their goals and achieve positive results.
- Business Development Manager, Life Risk (2013-09-01~2016-02-01): Developed strategies to increase revenue through targeted market research.
Education
Financial Planning
2007-2008Skill
Wealth Management
Superannuation
Strategic Financial Planning
Retirement Planning
Financial Services
Investments
Financial Advisory
Insurance
Income Protection
Investment Strategies
Pensions
Portfolio Management
Wealth
Investment Advisory
Retirement
Relationship Management
Life Insurance
Estate Planning
Asset Allocation
Strategy
Wealth Accumulation
Financial Planners
Business Development
Asset Management
Wealth Management Services
Mortgage Lending
Finance
Equities
Critical Illness
Disability Insurance
Mutual Funds
Investment Management
Financial Planning
Insurance Planning
Certification
Colleagues
Ruwan Pathiranage
technology platform owner lead - data warehouse bi and reporting
Jonathan Morgan
senior product owner at mlc life insurance
Matthew Keady
Product Owner
Fiona Robinson
senior product owner - operations value stream - at mlc life insurance
Aurora Posata
Digital Product Owner
Other Named Cassie Wilson
Frequently asked questions
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Cassie Wilson's social media include: Linkedin,
Cassie Wilson works for MLC Life Insurance
Cassie Wilson's role in MLC Life Insurance is head of distribution strategy & enablement at mlc life insurance
Cassie Wilson works in the industry of Insurance
Cassie Wilson's colleagues are Ruwan Pathiranage,Jonathan Morgan,Matthew Keady
Cassie Wilson's latest job experience is head of distribution strategy & enablement at mlc life insurance at MLC Life Insurance
Cassie Wilson's latest education in FINSIA