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Carmen Ioana Bississo
Membre du Comité d'Investissement chez
Cassaday & Co. Wealth Management LLC
Profil
Ms. Carmen I.
Bississo is a Director of Advanced Strategies at Cassaday & Co. Wealth Management LLC.
Ms. Bississo is responsible for managing the Advanced Strategies Department, which closely monitors the ever changing insurance and annuity landscape, provides insurance and annuity policy reviews for our clients and assists with any related client needs.
She serves on the Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies.
Ms. Bississo is responsible for managing the firm’s investment allocations regarding variable annuity and life insurance portfolios.
Prior to joining the firm, she spent five years working for The Washington Group of MassMutual as the Agency’s Investment and Annuity Specialist, where she trained financial advisors in investment and annuity sales and managed the overall investment department within the organization.
As a member of the Women Advisory Board of MassMutual, she has taught Financial Literacy classes to 8th graders at The Washington Middle School for Girls in Washington, D.C., and at Holton-Arms School in Bethesda, Maryland.
She is a summa cum laude graduate of the Pamplin College of Business at Virginia Polytechnic Institute and State University Virginia Tech, where she received her Bachelor of Science in business with a concentration in risk management finance.
She holds the Series 7, 66, and 24 securities registrations, as well as the Life and Health Insurance License in Virginia.
Postes actifs de Carmen Ioana Bississo
| Sociétés | Poste | Début |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice | Membre du Comité d'Investissement | - |
Anciens postes connus de Carmen Ioana Bississo
| Sociétés | Poste | Fin |
|---|---|---|
The Washington Group, Inc.
 The Washington Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides government relations and lobbying services | Corporate Officer/Principal | - |
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. | Membre du Comité d'Investissement | - |
Formation de Carmen Ioana Bississo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Washington Group, Inc.
The Washington Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides government relations and lobbying services | Commercial Services |
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process. | Finance |
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
