Jack Cassidy's Location
United States
Jack Cassidy's Work
- Portfolio Manager @ Sax Wealth Advisors, LLC
- Card Technology Finance and Business Management Associate @ JPMorgan Chase & Co.
- Associate Wealth Advisor @ Sax Wealth Advisors, LLC
- Finance and Tax Intern @ SAX India LLP
Jack Cassidy's Education
- The College of New Jersey
Bachelor of Science - BS (Economics)
2016 - 2020
Jack Cassidy's Skills
- Customer Service
- Management
- Leadership
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Regression Analysis
- Financial Accounting
Jack Cassidy's Summary
Jack Cassidy, based in United States, is currently a Portfolio Manager at Sax Wealth Advisors, LLC, bringing experience from previous roles at JPMorgan Chase & Co., Sax Wealth Advisors, LLC and Sax LLP. Jack Cassidy holds a 2016 - 2020 Bachelor of Science - BS in Economics @ The College of New Jersey. With a robust skill set that includes Customer Service, Management, Leadership, Microsoft Office, Microsoft Excel and more, Jack Cassidy contributes valuable insights to the industry. Jack Cassidy has 5 emails and 1 mobile phone number on RocketReach.
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Jack Cassidy
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Stuart Herrmann
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