Daven Foulk joined Cassaday and Company, Inc. in 2011 as a consultant and quickly became an integral part of the firm. Having initially managed, processed, and audited Cassaday and Company’s client billing, after several years of informally managing significant databases within the organization, in 2018 Daven was promoted to Director of the newly implemented Business Process Department. Daven identifies, designs, formalizes, and continuously refines Cassaday & Company, Inc.’s internal processes. To do this, she works collaboratively across the firm’s service and operational departments to maintain alignment of the strategic goals of the organization. Daven and her team’s efforts are critical to the firm continuing to deliver exceptional service to its clients.
Daven has widespread involvement in ongoing projects, including the firm’s contact management database, internal marketing efforts, and financial reporting. She oversees the auditing of internal and external data repositories, ensuring integrity of the collection and analysis of data critical to the firm’s work.
Prior to joining Cassaday & Company, Inc., Daven held roles at BNY Mellon and Covista Communications as Account Administrator and Director of Business Analysis, respectively. She graduated from the University of Richmond and also attended the Norwegian School of Economics.
Daven lives in Oak Hill, Virginia with her husband and two daughters.
Daven is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.