Cassandra Barry Email & Phone Number
Managing Director; Partner @ Arrowroot Family Office
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Cassandra Barry Location
- United States
Cassandra Barry Work
- Managing Director; Partner @ (May 2022 - Present)
- Client Care Lead; Head of Insurance Services: Life, Medicare, Long Term-Care @ (June 2013 - Present)
- CEO; Head of Financial Legacy Planning and Insurance: Medicare, Life, Long-Term Care @ (June 2017 - April 2022)
- Operations Manager @ CONCERT Wealth Management, Inc. (January 2011 - June 2013)
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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