Director
Ms. Laffoon has been affiliated with Carreden since 2005. Prior to being affiliated with Carreden, Ms. Laffoon had been with Dresdner Kleinwort Wasserstein and its predecessor D’Accord Financial Services since 1997. Ms. Laffoon is primarily responsible for the pricing and structuring of tax credit finance transactions. In addition, Ms. Laffoon provides consulting services to the financial services industry. Prior to 1997, Ms. Laffoon’s experience included six years providing training and technical support to customers of a financial analysis software vendor and twelve years pricing and structuring lease transactions for a bank-affiliated leasing company. Ms. Laffoon received her B.A. from the University of California, Santa Barbara and her M.A. from San Jose State University. Ms. Laffoon holds series 7, 63 and 79 licenses.
- Client:
- Cassie Laffoon
- Year:
- 2022
- Category:
- Carreden
- Location:
- ROI:
- 62%