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Kate Cassidy

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Kate Cassidy

Vice President, Advanced Markets | Barnum Financial Group

Shelton, Connecticut, United States

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Kate Cassidy

Summary

Kate Cassidy is a seasoned financial executive with over a decade of experience in the financial services industry, currently serving as Vice President of Advanced Markets at Barnum Financial Group. With a strong legal background as an attorney specializing in Elder Law and Estate Planning, she brings a unique perspective to financial planning and investment strategies. Kate is dedicated to building long-term relationships with clients, focusing on tailored solutions that meet their financial goals. Her education includes a J.D. from Quinnipiac University School of Law and a B.A. from New York University, providing her with a solid foundation in both law and finance. She is passionate about financial education and empowering clients through informed decision-making. Outside of her professional life, Kate is likely to engage in community service and advocacy, reflecting her commitment to supporting individuals and families in her local area.

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Long-Term Tenure

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Kate Cassidy

Work Experience

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Vice President, Advanced Markets at

Barnum Financial Group

May 2012 - Present

💼

Attorney at

Bishop Jackson And Kelly

September 2009 - March 2012

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Kate Cassidy

Education

bishop feehan high school

Frequently Asked Questions about Kate Cassidy

What company does Kate Cassidy work for?

Kate Cassidy is a Vice President, Advanced Markets at Barnum Financial Group, a company specializing in Functions related to depository banking.

Where Kate Cassidy graduated from?

Kate Cassidy holds a degree in from bishop feehan high school.

Who is Kate Cassidy?

Kate Cassidy is a seasoned financial executive with over a decade of experience in the financial services industry, currently serving as Vice President of Advanced Markets at Barnum Financial Group. With a strong legal background as an attorney specializing in Elder Law and Estate Planning, she brings a unique perspective to financial planning and investment strategies. Kate is dedicated to building long-term relationships with clients, focusing on tailored solutions that meet their financial goals. Her education includes a J.D. from Quinnipiac University School of Law and a B.A. from New York University, providing her with a solid foundation in both law and finance. She is passionate about financial education and empowering clients through informed decision-making. Outside of her professional life, Kate is likely to engage in community service and advocacy, reflecting her commitment to supporting individuals and families in her local area.

Kate`s contact details

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John Foreman Cima

Vice-President, Investments

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