Cassie Jackson
Executive/CFO, Marketing and Finance at UR First LLC | Las Vegas, Nevada, United States
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Cassie Jackson serves as the Executive and CFO at UR First LLC, where she leverages her extensive expertise in marketing, finance, and operations within the investment management and financial services sectors. With a robust background in both traditional and alternative investments, Cassie has honed her skills in managing diverse portfolios that cater to public plans, corporate defined benefit and defined contribution schemes, as well as endowments, foundations, and high-net-worth family offices. Her current role involves overseeing the financial and accounting operations of a well-established home health organization, where she is instrumental in maintaining accurate books and records while driving strategic initiatives.
At UR First LLC, Cassie is deeply involved in key projects that focus on budget management, forecasting, and the execution of financial strategies that align with the firm’s operational goals. Her proficiency in market intelligence and strategic communications enables her to effectively convey complex financial information to stakeholders, ensuring transparency and fostering trust. Cassie's attention to detail and strong analytical skills are critical as she navigates the intricacies of financial analysis and asset management, ensuring that the organization remains agile and responsive to market dynamics.
In addition to her financial acumen, Cassie's expertise in client onboarding and account management enhances the firm's ability to cultivate strong relationships with clients, ultimately driving growth and retention. By integrating her diverse skill set, Cassie Jackson not only contributes to the financial health of UR First LLC but also positions the organization for sustainable success in a competitive landscape.
Executive/CFO, Marketing and Finance at UR First LLC in September 2022 to Present
Head of Marketing & Client Service at Global Delta Capital in March 2023 to June 2024
Senior Director, Marketing & Client Service, Investment Management at First Quadrant in May 2007 to September 2022
Senior Sales Assistant, Business Development at Citi in January 2006 to January 2007
Senior Account Manager, Client Service Manager at UBS Global Asset Management in January 1997 to January 2006
Client Service/Portfolio Administrator at Brinson Partners in January 1993 to January 1997
Corporate Reporting Accountant at Continental Bank in January 1992 to January 1993
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Team Management
Market Intelligence
Account review
Client Onboarding
Commentary
Legal Contract Review
Account Management
Account Reconciliation
Reporting & Analysis
Asset Allocation
Initial Public Offerings (IPO)
Alternatives
Strategic Communications
Collateral Management
Client Services
Product Development
Performance Analysis
Regulatory Compliance
Proposal Writing
Financial Reporting
Operations Management
Series 7
Product Strategy
Performance Attribution
Interpersonal Communication
Morningstar
FINRA
Due Diligence
Communication
Attribution
Financial Accounting
Attention to Detail
Microsoft Excel
Asset Managment
Marketing Communications
Accounting
Investments
Hedge Funds
Marketing Strategy
Business Analysis
Investment Strategies
Asset Management
Microsoft Office
Equities
Analysis
Financial Analysis
Alternative Investments
Research
Business Strategy
Management
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What is Cassie Jackson email address?
Email Cassie Jackson at [email protected]. This email is the most updated Cassie Jackson email found in 2026.
How to contact Cassie Jackson?
To contact Cassie Jackson send an email to [email protected].
What company does Cassie Jackson work for?
Cassie Jackson works for UR First LLC
What is Cassie Jackson's role at UR First LLC?
Cassie Jackson is Executive/CFO, Marketing and Finance
What is Cassie Jackson's Phone Number?
Cassie Jackson's phone (702) ***-*773
What industry does Cassie Jackson work in?
Cassie Jackson works in the Financial Services industry.
Cassie Jackson Email Addresses
Cassie Jackson Phone Numbers
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