Management Team

Cassandra Galvan

Director, Strategic Solutions

Cassandra Galvan, Director of Strategic Solutions, sees the big picture. True to her title, Cassandra applies broad understanding of broker-dealer operations, compliance, and finance to systems and firm wide projects. Cassandra’s ability to look ahead and anticipate, while also keeping an eye on the details, helps her to lead and shape the firm’s vision for the future and develop strategies to point us in the right direction.