NEW: Meet Robin. Turn business requirements into workflows through conversation. Learn more.
ON DEMAND: Watch Feathery’s biggest product launch yet.
ON DEMAND: See what AI-native insurance looks like in practice. Watch now.
ON DEMAND: See Robin tackle real wealth workflows. Watch now.
Cassie Albin
Wealth Customer Success Manager at Feathery
Cassie Albin is Wealth Customer Success Manager at Feathery, where she is the primary partner for Feathery's wealth management clients from implementation through ongoing use. She brings over a decade of hands-on wealth management operations experience, previously serving as Client Engagement Manager at Raymond James, Advisor Team Operations Manager at Wealth Enhancement Group, and Client Associate at UBS and Merrill Lynch. She previously held Series 7 and Series 66 FINRA licenses and earned a B.S. from UW-Stout.