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Patrick Cassidy Cfa
Patrick Cassidy Cfa
Senior Vice President of Investments & Director of Investment Implementation Oversight | Wilmington Trust
Upper Providence Township, Pennsylvania, United States
Patrick Cassidy Cfa
Summary
Patrick Cassidy is a seasoned investment professional with a wealth of experience in managing institutional and high-net-worth investment portfolios. As the Senior Vice President of Investments at Wilmington Trust Company, he oversees a staggering $100 billion in assets under management across 25,000 accounts. Patrick's leadership extends to chairing the Investment Oversight Committee, where he ensures compliance and efficiency in investment processes. Known for his collaborative approach, he effectively bridges communication between various stakeholders, including risk and compliance teams. His extensive background in alternative investments and capital markets positions him as a thought leader in the wealth management sector. Patrick's commitment to innovation is evident in his development of new investment strategies that cater to diverse client needs. He holds an MBA from Temple University and a Bachelor's degree from Drexel University, both in finance. He is recognized for his detail-oriented mindset and ability to see the bigger picture in complex financial landscapes.
Patrick Cassidy Cfa
Work Experience
Senior Vice President of Investments & Director of Investment Implementation Oversight at
Wilmington Trust
September 2018 - Present
Vice President of Investments and Regional Director of Investment Oversight at
Wilmington Trust
January 2013 - August 2018
Vice President of Investments & Managing Director-Investment Advisors- DE, NJ, PA at
Wilmington Trust
March 2002 - December 2012
Vice President & Sr. Portfolio Manager at
PNC
January 1999 - February 2002
Early Career at
Multiple
January 1989 - January 1999
Patrick Cassidy Cfa
Education
Temple University, Master Of Business Administration - Mba
Drexel University, Bachelor Of Science - Bs
Frequently Asked Questions about Patrick Cassidy Cfa
What is Patrick Cassidy Cfa email address?
Patrick Cassidy Cfa's primary email address is ***************@wilmingtontrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Patrick Cassidy Cfa work for?
Patrick Cassidy Cfa is a Senior Vice President of Investments & Director of Investment Implementation Oversight at Wilmington Trust, a company specializing in Functions related to depository banking.
Where Patrick Cassidy Cfa graduated from?
Patrick Cassidy Cfa holds a degree in Finance, General from Temple University.
How can I directly contact Patrick Cassidy Cfa?
To contact Patrick Cassidy Cfa directly, you can use the email address ***************@wilmingtontrust.com. Complete contact information is available upon registration with Muraena.
Who is Patrick Cassidy Cfa?
Patrick Cassidy is a seasoned investment professional with a wealth of experience in managing institutional and high-net-worth investment portfolios. As the Senior Vice President of Investments at Wilmington Trust Company, he oversees a staggering $100 billion in assets under management across 25,000 accounts. Patrick's leadership extends to chairing the Investment Oversight Committee, where he ensures compliance and efficiency in investment processes. Known for his collaborative approach, he effectively bridges communication between various stakeholders, including risk and compliance teams. His extensive background in alternative investments and capital markets positions him as a thought leader in the wealth management sector. Patrick's commitment to innovation is evident in his development of new investment strategies that cater to diverse client needs. He holds an MBA from Temple University and a Bachelor's degree from Drexel University, both in finance. He is recognized for his detail-oriented mindset and ability to see the bigger picture in complex financial landscapes.
Patrick`s contact details
***************@wilmingtontrust.com
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