Cade Russell, CFP®

Experience

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  Cryptocurrency Investment Group

  Aug 2021 - Jul 2022

  Vice President

  linktr.ee/CryptoInvestmentGroup- Constructed and presented research projects, bi-weekly, to attendees from our 160-member group- Utilized inbound marketing strategies to create directed advertising campaigns and communication channels- Attended leadership training to properly conduct professional and educational meetings- Learned the technical details of emerging asset classes through extensive and concerted research

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  Cahaba Wealth Management, Inc.

  Jan 2022 - Apr 2022

  Wealth Management Intern

  - Assisted in the development of investment strategies according to specified risk tolerance- Performed portfolio optimization to ensure appropriate asset allocation is maintained- Created personalized pitch books and attended client meetings- Managed client relationships through Hubly and Redtail CRM- Conducted account maintenance through Fidelity Wealthscape and Charles Schwab

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  SageSpring Wealth Partners

  May 2022 - Aug 2022

  Financial Planning Intern

  - Worked closely with two lead advisors and provided valuable support to them with any duties necessary- Restructured asset allocation strategies in investment portfolios through the use of Riskalyze- Created financial plans utilizing MoneyGuidePro- Sat in over 40 client meetings to learn and assist in communication, financial data collection, and internal analysis

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  SageSpring Wealth Partners

  Jun 2023 - now

  Financial Advisor