Jay Cassady Email
Investment Solutions Representative I @ Fidelity Investments
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Jay Cassady Location
- Indianapolis, IN, US
Jay Cassady Work
- Investment Solutions Representative I @ (July 2026 - Present)
- Client Support Specialist @ (November 2025 - July 2026)
- Content Editor @ (July 2025 - December 2025)
- Financial Advisor @ (August 2024 - July 2025)
- Student Athlete @ (August 2020 - June 2024)
Jay Cassady Education
- Strome College of Business
Bachelor's degree (Finance, General)
2023-2024 - Christopher Newport University
Finance (General)
2020-2023
Jay Cassady Skills
- Accounting
- Analytical Skills
- Athlete Development
- Attention to Detail
- Business
- Business Leadership
- Business Relationship Management
- Client Prospecting
- Client Relations
- Cold Calling
- Communication
- Content Strategy
- Corporate Finance
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Finance
- Financial Advisory
- Financial Planning Software
- Forecasting
- Generally Accepted Accounting Principles (GAAP)
- Income Tax
- Investment Analysis
- Investments
- Leadership
- Market Research
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- Presentations
- Principles of Finance
- Problem Solving
- Project Management
- Retirement Planning
- Sales
- Scriptwriting
- Statistics
- Tax Planning
- Teamwork
- Video Editing
- Web Conferencing
Jay Cassady Summary
- Jay Cassady, based in Indianapolis, IN, US, is currently a Investment Solutions Representative I at Fidelity Investments. Jay Cassady brings experience from previous roles at Fidelity Investments, TikTok, Northwestern Mutual and NCAA. Jay Cassady holds a 2023 - 2024 Bachelor's degree in Finance, General @ Strome College of Business. With a robust skill set that includes Accounting, Analytical Skills, Athlete Development, Attention to Detail, Business and more. Jay Cassady has 1 emails on RocketReach.
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Jay Cassady
Investment Solutions Representative I
Indianapolis, IN, US
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