Cassandra Barry Email & Phone Number
Managing Director; Partner @ Arrowroot Family Office
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Cassandra Barry Location
- United States
Cassandra Barry Work
- 2022 -now Managing Director; Partner @
- 2013 -now Client Care Lead; Head of Insurance Services: Life, Medicare, Long Term-Care @
- 2017 -2022 CEO; Head of Financial Legacy Planning and Insurance: Medicare, Life, Long-Term Care @
- 2011 -2013 Operations Manager @ CONCERT Wealth Management, Inc.
Cassandra Barry Skills
- Financial Services
- Investments
- Finance
- Asset Management
- Retirement
- Insurance
- Life Insurance
- Budgeting
- Planning
- Long Term Care Insurance
- Leadership
- Medicare Supplements
- Medicare
- Medicare Prescription Drug Plans
- Long-term Care
- Whole Life Insurance
- Insurance Planning
- Investment Management
- Financial Planning
Cassandra Barry Summary
- Cassandra Barry, based in United States, is currently a Managing Director; Partner at Arrowroot Family Office. Cassandra Barry brings experience from previous roles at Lagunitas Asset Management and CONCERT Wealth Management, Inc.. With a robust skill set that includes Financial Services, Investments, Finance, Asset Management, Retirement and more. Cassandra Barry has 2 emails and 2 mobile phone numbers on RocketReach.
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