Riley Saunders

Current Employers

Employment History

• 03/2019 → Present
  Cassaday & Co.
  Mclean, VA
• 06/2016 → 03/2019
  Andersen Tax
  Mclean, VA
• 02/2020 → Present
  Royal Alliance
  Mclean, VA

Other Businesses

1. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planning Services Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/11/2019 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Work with the Director of Financial Planning to help create new deliverables and manage processes within the Financial Planning department Monitor CRM workflows and tasks to ensure templates are up-to-date and flows in a linear fashion. Collaborate with members of the Financial Planning department to manage our processes and ensure SOPs are created when necessary and maintain up-to-date. Ex: Help establish an onboarding booklet for new hires specific to the FP department; outlining any processes and procedures Assist with onboarding new hires/interns and help establish training schedules Oversee technologies and initiate conversations for new software when needed Keep a pulse on Financial Planning department, assist with delegating workflows, and help maintain parity within the team Assisting with advising clients about the implication of specific financial decisions. Understanding clients' goals and using them as guideposts for any financial advice that is offered. Gathering necessary data in order to ensure that any advice offered to a client is the best and will expose them to minimum risk. Determining whether the client has sufficient resources to meet his goals within a specified time limit. Assisting with advising clients on how well to manage the risks posed in their cash flow. Assisting with advising and preparing analysis for a client including retirement cash flow projections, Social Security income analysis, pension plan analysis, etc. Assisting with advising and preparing tax analysis in order to ensure tax liabilities for the client are reduced. Meeting with new and existing clients alongside the Advisor. Preparing PowerPoint presentations for the Advisors for prospective client meetings. Providing a high level of service to Advisor's clients. Producing error-free documents and correspondence that have been proofed, edited and reviewed by Manager and/or Advisor prior to sending to clients. Fully utilizing and keeping up-to-date records and tasks for clients. Adhering to the Firm and Department's Best Practices. Assisting with department requests as needed. 2. CASSADAY & COMPANY POSITION: Notary NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2021 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Notarize documents for our clients

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Designations