Colleen Erin Cassidy
Profile
Colleen Erin Cassidy worked as an Investment & Planning Analyst at Atlas Private Wealth Management LLC.
She completed her undergraduate degree at Siena College.
Former positions of Colleen Erin Cassidy
| Companies | Position | End |
|---|---|---|
Atlas Private Wealth Management LLC
 Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Analyst-Equity | - |
Training of Colleen Erin Cassidy
| Siena College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
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