OPERATIONS

Michael Cassel
Michael Cassel, Specialist

Michael Cassel is a Specialist, Trading Operations at Charles Schwab Investment Advisory, Inc. (“CSIA”), and provides operational support for the ThomasPartners and Windhaven Strategies trading team. He joined the ThomasPartners Strategies in 2015. Previously, Michael worked in various client service and operational roles for Investors Bank and Trust, Bank of New York Mellon and Standish Mellon.

Michael Earned a B.A. in Criminal Justice from the University of Massachusetts, Lowell.

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