Daniel E Cassidy is a eficient professional, who works in Jpmorgan Chase & Co main office of which is in 4. as a Vice President since 2018. This expert has earned professional experience in more than six positions at various companies. Daniel E Cassidy went to the West Chester University of Pennsylvania and got education there to 2005. This person has such professional qualifications as Lean Six Sigma Green Belt, Athenanet, and Six Sigma Green Belt. Newtown Square, Pennsylvania is the area, where this expert was lastly known to be situated. Daniel E Cassidy's phone and email are easily accessed through this website on demand.
Name variants:
Danial Cassidy,
Dan Cassidy,
Danny Cassidy
Last updated May 02, 2024
Contact Information
Last Update
Jul 6, 2022
Email
dc**@cfg.nef.com, dc**@erols.com, dc**@msn.com
Location
Newtown Square, PA
Company
Workplace
Vice President
New York, NY
Industry
Financial Services, National Commercial Bank Personal Credit Institution Security Broker/Dealer Mortgage Banker/Correspondent, National Commercial Bank Personal Credit Instn Security Broker/Dealer Mortgage Banker/Corspdnt, National Commercial Bank, Investment Advice, Investors Nec, National Commercial Banks
Colleagues
Work History
Vice President
270 Park Ave, New York, NY 10010
Corporate Finance - Business Architecture & Program Management Finance Reporting Infrastructure Operating Model
from Jan 2018
Young Board Member
Variety – The Children’s Charity of Greater Philadelphia has been serving children with disabilities since 1935. Our programs and services are designed to best address the children’s physica...
Oct 2008 — Dec 9, 2016
Financial Advisor
Philadelphia, PA
Specialized in strategic financial planning and comprehensive wealth management
Researched stocks, mutual funds, bonds, and different insurance products that meet the client's needs
Resea...
Jul 2012 — 2013
Financial Advisor
16 Campus Blvd, Newtown Square, PA 19073
Developed personal and business financial plans and assisted in the execution
Controlled customer contact and successfully implemented and maintained policies and procedures
RELEVANT SKIL...
Sep 2006 — Jul 2012
Education
Occupations
Executive
Vice President
Artist
Model
Accountant
Finance and Accounting Specialist
Senior Advisor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Leadership
Business Process Improvement
Strategic Planning
Process Improvement
Project Management
Retirement Planning
Wealth Management
Insurance
Team Building
Business Analysis
Management
Financial Services
Cross Functional Team Leadership
Financial Advisory
Consulting
Business Strategy
Investment Advisory
Program Management
Healthcare Management
Crm
FAQs about Daniel E Cassidy
What's the main profession of Daniel E Cassidy?
This professional's job is Vice President
What are the main profession of The professional?
These person's professions are Executive and Vice President
Where does Daniel E Cassidy live?
Newtown Square, Pennsylvania is the place where Daniel E Cassidy lives
Does Daniel E Cassidy have the email address?
dc**@cfg.nef.com and dc**@erols.com is Daniel's email address.
Where did Daniel E Cassidy work?
This person worked at Jpmorgan Chase & Co., Evolve Advisors.
What education does Daniel E Cassidy have?
Daniel studied at the West Chester University of Pennsylvania to 2005.
What are the certifications of Daniel E Cassidy?
The professional received the following certifications: Lean Six Sigma Green Belt, Athenanet, Six Sigma Green Belt, and Athenahealth.
What languages does Daniel E Cassidy speak?
Daniel E Cassidy speaks English.