Jack Cassidy Location
United States
Jack Cassidy Work
- 2025 - now Director of Investment Strategy @ Sax Wealth Advisors, LLC
- 2022 - 2025 Portfolio Manager @ Sax Wealth Advisors, LLC
- 2022 - 2022 Card Technology Finance and Business Management Associate @ JPMorgan Chase & Co.
- 2020 - 2022 Associate Wealth Advisor @ Sax Wealth Advisors, LLC
- 2019 - 2020 Finance and Tax Intern @ SAX India LLP
Jack Cassidy Education
- The College of New Jersey
Bachelor of Science - BS (Economics)
2016 - 2020
Jack Cassidy Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Management
- Microsoft Word
- Public Speaking
- Leadership
- Regression Analysis
- Financial Accounting
Jack Cassidy Summary
Jack Cassidy, based in United States, is currently a Director of Investment Strategy at Sax Wealth Advisors, LLC. Jack Cassidy brings experience from previous roles at Sax Wealth Advisors, LLC, JPMorgan Chase & Co. 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, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Management and more. Jack Cassidy has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Sax Wealth Advisors, LLC Employees
-
Trevor Hodges
COO and CCO at Sax Wealth Advisors, LLC
Parsippany-Troy Hills, NJ, US15 -
Les Vasvari
Chief Investment Officer at Sax Wealth Advisors, LLC
New York, NY, US22 -
Jeremy Rhen
Partner at Sax Wealth Advisors, LLC
Pennington, NJ, US24 -
Jennifer Leong
Partner, Wealth Advisor at Sax Wealth Advisors, LLC
New York, NY, US22 -
Bill Connor
Partner at Sax Wealth Advisors, LLC
New York, NY, US24 -
Matt Bernocchi
Partner at Sax Wealth Advisors, LLC
New York, NY, US2 -
Kyle Stawicki
Partner at Sax Wealth Advisors, LLC
Parsippany-Troy Hills, NJ, US1 -
43
-
Jacqueline Rahn
Wealth Advisor at Sax Wealth Advisors, LLC
Los Angeles, CA, US11 -
Luke Zulauf
Advisor at Sax Wealth Advisors, LLC
Florida, United States12 -
Rachael Decosta
Wealth Advisor at Sax Wealth Advisors, LLC
Bethesda, MD, US25+ -
Marie Decaprio
Wealth Advisor at Sax Wealth Advisors, LLC
New York, NY, US55+ -
Gregg Munn
Senior Planning and Tax Advisor at Sax Wealth Advisors, LLC
Saint Johns, FL, US25+ -
John Sykes
Retirement Plan Associate at Sax Wealth Advisors, LLC
New York, NY, US45+ -
Danielle Paganuzzi
Wealth Advisor at Sax Wealth Advisors, LLC
Huntington Station, NY, US34
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