Financial services company cites professionalism, exceptional work
D.A. Davidson & Co. has honored Kassie Longfellow, who works in the firm’s Great Falls branch, with the Branch Operations Manager of the Year Award. She earned the prestigious award for her exceptional work, commitment and leadership style.
Longfellow and D.A. Davidson’s other branch operations managers play important roles in the work of each Wealth Management branch across the firm. They work closely with branch managers to help ensure their offices operate smoothly and efficiently, assist in recruiting efforts and serve as liaisons with various company departments. Branch operations managers work in most of the firm’s 70 Wealth Management offices, which span the United States.
Longfellow received the award during a celebratory virtual event where several other branch operations managers also were honored. She has been with D.A. Davidson since 2014 and has earned the Certified Wealth Strategist® and Financial Paraplanner Qualified Professional™ designations.
D.A. Davidson Wealth Management offers an array of financial advice, services and solutions to individuals, families, businesses and institutions. For 85 years the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, the company has approximately 1,400 employees and offices in 27 states.
Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.
For more information, visit dadavidson.com.