2020 NAPFA Fall Conference Speaker
Wassan Kasey
Wassan Kasey, Capital Group® helps advisors develop successful and thriving practices by equipping them with the tools necessary to prepare for the future of the financial industry.
Prior to joining Capital Group® Wassan started her career working with private clients in her capacity as a Financial Advisor at Morgan Stanley, but her client focus expanded when she transitioned to Wells Fargo as an Investment Manager. During her time at Wells Fargo, Wassan held several roles including managing money for individual clients, performing duties as a Research Analyst, and specializing in Fiduciary Investment Management through her role as a Regional Sales Consultant.
Prior to joining Capital Group® Wassan started her career working with private clients in her capacity as a Financial Advisor at Morgan Stanley, but her client focus expanded when she transitioned to Wells Fargo as an Investment Manager. During her time at Wells Fargo, Wassan held several roles including managing money for individual clients, performing duties as a Research Analyst, and specializing in Fiduciary Investment Management through her role as a Regional Sales Consultant.
