Firsthand to the Source with Cassandra Toroian

This week Ivy Slater, host of Her Success Story, chats with her guest, Cassandra Toroian. The two talk about what Cassandra has seen in the evolution of the world of finance over the course of her 25 years in the industry, and the pragmatic process that this fundamental analyst implements to ensure success for her clients and layman investors. In this episode, we discuss: How she managed to scale, grow, and become a female business leader in her field What Cassandra has seen in the evolution of the world of finance over the course of her 25 years in the industry Why lightbulb moments helped her business grow and showed her where her focus should lie How much has been gained from creating early exit plans The pragmatic process that this fundamental analyst implements to ensure success for her clients Why Cassandra says we’re all smart enough to understand investment, and how Firsthand Research offers itself as a resource to the layman investor What will be provided in the “Don’t Buy the Bull” podcast Why the newest way of building a business requires a revamped MVP Cassandra’s vision for the future, and her many irons in the fire Founder of Firsthand Research, Cassandra Toroian is an entrepreneur and investor, with over 25 years of experience in the finance / RIA industry, ranging from sell and buy-side analysis, investment banking, and investment management, to more recently, FinTech and DeFi. She holds a BA in American Government and Politics from Lafayette College and an MBA in Finance from the University of Miami, where I also obtained a Python coding certification last year just for fun. She is passionate about constant learning and investing her time and capital in innovative and disruptive ideas that have both purpose for society and empower people. She has a keen interest in the many business uses for non-fungible tokens (NFTs) and decentralized finance (DeFi) projects and platforms. She is currently focused on her passion for data, where she can leverage her new coding skills along with her 25 years’ worth of stock market insights. She is the author of the book “Don’t Buy the Bull“, which offers practical and honest advice on personal finance. She recently launched a podcast by the same name. Over the years she has enjoyed sharing her knowledge and opinions on various economic and market topics on media outlets such as CNBC, Fox News, and Fox Business, and Bloomberg TV. Website: https://1sthandresearch.com/ LinkedIn: https://www.linkedin.com/in/cassandra-toroian/ Instagram: https://www.instagram.com/dontbuythebull/ X: https://x.com/1stHandResearch Facebook: https://www.facebook.com/DontBuyTheBull

See All Episodes