Krisha is a Client Services Associate with Cassa Wealth Management, bringing 10 years of experience from Morgan Stanley, Merrill Lynch, and Bank of America. In her role, Krisha excels in cultivating and enhancing client relationships, delivering exceptional service, and managing various aspects of client interactions, from processing requests to resolving inquiries. Krisha holds both the Series 7 and Series 66 designations through LPL Financial. With a background as a Branch Manager at Bank of America for five years, Krisha has a well-rounded understanding of the financial services industry.
Outside of the financial world, Krisha resides in Kearny, NJ, with her four children. She finds joy in attending their sporting events, cheering them on in baseball, football, and basketball. A compassionate pet owner, she welcomed Max, a rescued dog, into her family.
With Cassa Wealth Management, Krisha will be responsible for establishing client new accounts, maintaining AccountView, LPL’s on-line system for checking your account balances and viewing your activity, as well as processing check or ACH transfer requests should you need money from one of your accounts. She will also be responsible for keeping your client information up to date as well as sending out Client 1099 Tax Forms, upon request.