Cassandra Cieplik (CRD# 6814620) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments/putnam Retail Management | Andover, MA | Sep 2019 - Current | 4 |
| Monson Public Schools | Monson, MA | May 2016 - Aug 2019 | 3 |
| Memos Resturant | West Springfield, MA | Apr 2013 - Aug 2019 | 6 |
| Aroma Joes Coffee | Durham, NH | Sep 2016 - May 2019 | 2 |
| University Of New Hampshire | Durham, NH | Aug 2015 - May 2019 | 3 |
| Blue Water Mortgage | Hampton, NH | Jun 2018 - Aug 2018 | < 1 |
| Ubs | Boston, MA | Jun 2017 - Aug 2017 | < 1 |
| Subway | Durham, NH | Jan 2016 - May 2016 | < 1 |
| Longmeadow High School | Longmeadow, MA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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