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Brian Cassidy Email & Phone Number

Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants at EPIC Insurance Brokers & Consultants
Location: West Chester, Pennsylvania, United States 3 work roles 1 school
1 work email found @epicbrokers.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email b****@epicbrokers.com
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Role
Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants
Location
West Chester, Pennsylvania, United States
Company size

Who is Brian Cassidy? Overview

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Quick answer

Brian Cassidy is listed as Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants at EPIC Insurance Brokers & Consultants, a with 1315 employees, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at epicbrokers.com and a matched LinkedIn profile for Brian Cassidy.

Brian Cassidy previously worked as Risk Management / National Specialty CFO at Epic Insurance Brokers & Consultants and Regional Chief Financial Officer at Marsh & Mclennan Companies, Inc.. Brian Cassidy holds Bachelor Of Science - Bs, Accounting And Computer Science from Saint Joseph'S College Of Indiana.

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Email format at EPIC Insurance Brokers & Consultants

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{first}.{last}@epicbrokers.com
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Profile bio

About Brian Cassidy

I am a dynamic results achieving Chief Financial Officer providing effective Financial & Operational leadership focused on revenue growth, optimizing financial results and improving operational efficiencies in a team building and collaborative environment. I am a dedicated professional who has taken leadership roles across multiple companies amidst transitional periods, including system migrations, accounting implementations, and corporate culture integrations.Organizational Development | Strategic Financial Planning | Budgeting/ForecastingAcquisition Due Diligence | Technical Accounting | Systems ImplementationFinancial Auditing | Insurance Business Model | Leadership DevelopmentInterpersonal Skills | Process Improvement | Human Resources and Coaching

Listed skills include Property And Casualty Insurance, Underwriting, Insurance, General Insurance, and 5 others.

Current workplace

Brian Cassidy's current company

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EPIC Insurance Brokers & Consultants
Epic Insurance Brokers & Consultants
Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants
san francisco, california, united states
Website
Employees
1315
AeroLeads page
3 roles

Brian Cassidy work experience

A career timeline built from the work history available for this profile.

Regional Chief Financial Officer

Directed all financial and operational functions, such as accounting, acquisition due diligence, systems implementation, corporate reporting, forecasting/budgeting, external and internal audit coordination, as well as treasury and risk functions. • Oversaw all finance functions and owned the strategic financial planning of a $100M+ region of a public company. • Headed acquisitions efforts for more than a dozen transactions which included due diligence, system/policy integration, and overall performance viability assessments. • Mentored the development of 18 business professionals across accounting, finance, and information technology.• Elevated to Regional Chief Financial Officer for MMA New England Region and MMA University due to implementation of process improvements and demonstrated leadership. • Rehabilitated the New England finance team through installation of proven efficiencies.• Served as key member of the management team recognized, out of 11 other regions, as MMA’s “Region of the Year” rewarded for outstanding performance.

Dec 2009 - Oct 2020

Cfo

The Nia Group Llc

Directed all financial and operational functions, such as accounting, acquisition due diligence, systems implementation, corporate reporting, forecasting/budgeting, external and internal audit coordination, as well as treasury and risk functions. NIA was acquired by Marsh & McLennan Agency December 2009.• Performed as Central executive in the Marsh & McLennan Agency acquisition of The NIA Group, LLC (“NIA”), which represented only the second entity acquired in MMA’s multi-billion-dollar middle market strategy. • Reduced staff by 25% through implementation of impactful managerial initiatives by identifying existing inefficiencies at NIA. • Served as point person at NIA tasked with consolidation of five existing legal entities, across multiple regions, into one organization.• Streamlined the accounting staffs and implementation of new accounting/insurance management systems.

Jul 1999 - Dec 2009
Team & coworkers

Colleagues at EPIC Insurance Brokers & Consultants

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1 education record

Brian Cassidy education

FAQ

Frequently asked questions about Brian Cassidy

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What company does Brian Cassidy work for?

Brian Cassidy works for EPIC Insurance Brokers & Consultants.

What is Brian Cassidy's role at EPIC Insurance Brokers & Consultants?

Brian Cassidy is listed as Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants at EPIC Insurance Brokers & Consultants.

What is Brian Cassidy's email address?

AeroLeads has found 1 work email signal at @epicbrokers.com for Brian Cassidy at EPIC Insurance Brokers & Consultants.

Where is Brian Cassidy based?

Brian Cassidy is based in West Chester, Pennsylvania, United States while working with EPIC Insurance Brokers & Consultants.

What companies has Brian Cassidy worked for?

Brian Cassidy has worked for Epic Insurance Brokers & Consultants, Marsh & Mclennan Companies, Inc., and The Nia Group Llc.

Who are Brian Cassidy's colleagues at EPIC Insurance Brokers & Consultants?

Brian Cassidy's colleagues at EPIC Insurance Brokers & Consultants include Nicole Freeman, Joyce Harris, Kyle Adams, Joseph Gundermann, and Kirsten Squires.

How can I contact Brian Cassidy?

You can use AeroLeads to view verified contact signals for Brian Cassidy at EPIC Insurance Brokers & Consultants, including work email, phone, and LinkedIn data when available.

What schools did Brian Cassidy attend?

Brian Cassidy holds Bachelor Of Science - Bs, Accounting And Computer Science from Saint Joseph'S College Of Indiana.

What skills is Brian Cassidy known for?

Brian Cassidy is listed with skills including Property And Casualty Insurance, Underwriting, Insurance, General Insurance, Liability, Reinsurance, Commercial Insurance, and Professional Liability.

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