Jack Cassidy Email & Phone Number
Director of Investment Strategy @ Sax Wealth Advisors, LLC
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Jack Cassidy Location
- United States
Jack Cassidy Work
- 2025 -now Director of Investment Strategy @
- 2022 -2025 Portfolio Manager @
- 2022 -2022 Card Technology Finance and Business Management Associate @
- 2020 -2022 Associate Wealth Advisor @
- 2019 -2020 Finance and Tax Intern @
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 on RocketReach.
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