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Patrick Cassidy
Patrick Cassidy
Early Career | Wilmington Trust
Pennsylvania, Philadelphia, United States
Patrick Cassidy
Summary
Patrick Cassidy is a seasoned investment professional with over two decades of experience in managing high-net-worth and institutional investment portfolios. Currently serving 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. His leadership extends to the Investment Oversight Committee, where he ensures compliance and efficiency in investment procedures. Patrick's expertise spans capital markets, asset allocation, and fiduciary risk management, making him a trusted advisor in the wealth management sector. He is known for his collaborative approach, effectively bridging the gap between various departments to meet client needs. His innovative mindset has led to the introduction of new investment products that enhance client portfolios and drive revenue. An advocate for continuous improvement, Patrick actively engages with regulatory bodies to uphold the highest standards of investment practice. His commitment to detail and strategic thinking positions him as a leader in the competitive field of investment management.
Patrick Cassidy
Work Experience
Senior Vice President of Investments & Director of Investment Implementation Oversight at
Wilmington Trust
September 2018 - Present
Patrick Cassidy
Education
Drexel University, Bachelor of Science - BS, Finance, General
Temple University, Master of Business Administration - MBA, Finance, General
Frequently Asked Questions about Patrick Cassidy
What is Patrick Cassidy email address?
Patrick Cassidy'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 work for?
Patrick Cassidy is a Early Career at Wilmington Trust.
Where Patrick Cassidy graduated from?
Patrick Cassidy holds a degree in null from Drexel University.
How can I directly contact Patrick Cassidy?
To contact Patrick Cassidy directly, you can use the email address ********@wilmingtontrust.com. Complete contact information is available upon registration with Muraena.
Who is Patrick Cassidy?
Patrick Cassidy is a seasoned investment professional with over two decades of experience in managing high-net-worth and institutional investment portfolios. Currently serving 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. His leadership extends to the Investment Oversight Committee, where he ensures compliance and efficiency in investment procedures. Patrick's expertise spans capital markets, asset allocation, and fiduciary risk management, making him a trusted advisor in the wealth management sector. He is known for his collaborative approach, effectively bridging the gap between various departments to meet client needs. His innovative mindset has led to the introduction of new investment products that enhance client portfolios and drive revenue. An advocate for continuous improvement, Patrick actively engages with regulatory bodies to uphold the highest standards of investment practice. His commitment to detail and strategic thinking positions him as a leader in the competitive field of investment management.
Patrick`s contact details
********@wilmingtontrust.com
Colleagues
CSE
Data Analyst II (Security Clearance: Secret)
Professional Internship
Deputy General Counsel and Vice President
Vice President - KYC Client Onboarding Manager
Vice President
Senior Technical Programmer/Analyst
Consultant
Vice President
AVP - Account Manager - Dealing & Trading Group