Cassandra Gendron
About Cassandra Gendron
Cassandra Gendron is a Wealth Planning Analyst with extensive experience in the banking sector. She holds a Bachelor's degree from Providence College and has worked in various roles at Merchants Bank and other financial institutions across the United States and Canada.
Current Role at UBS
Cassandra Gendron serves as a Wealth Planning Analyst at UBS, a position she has held since 2016. In this role, she focuses on providing comprehensive wealth management solutions to clients. Her responsibilities include analyzing financial data, developing personalized financial plans, and collaborating with clients to meet their financial goals. Gendron's experience in wealth planning allows her to offer valuable insights and strategies tailored to individual client needs.
Previous Experience at Merchants Bank
Prior to her current role at UBS, Cassandra Gendron worked at Merchants Bank in various capacities from 2013 to 2016. She began as a Loan Documentation Specialist, where she managed loan documentation processes for one year. Following this role, she advanced to Commercial Banking Associate, serving for two years. Her tenure at Merchants Bank provided her with a solid foundation in commercial banking and client relations.
Educational Background
Cassandra Gendron completed her undergraduate studies at Providence College, earning a Bachelor's degree in Social Work and Business Studies from 2008 to 2012. She also briefly attended Arcadia University in 2011. Her educational background equips her with a diverse skill set that supports her work in wealth planning and financial analysis.
Early Career Experience
Cassandra Gendron began her professional career as a Temporary Office Assistant at Westaff in 2009, where she worked for four months in Atlanta, Georgia. She also gained experience as a Cashier Assistant at Costco Wholesale from 2010 to 2012 in Seattle, Washington, and as a Teller at TD from 2012 to 2013 in Toronto, Ontario. These early roles contributed to her development in customer service and operational support.