Colleen Cassidy
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Colleen Cassidy Email & Phone Number

Internal Advisor Consultant at Columbia Threadneedle Investments, US
Location: Darien, Connecticut, United States 9 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Internal Advisor Consultant
Location
Darien, Connecticut, United States
Company size

Who is Colleen Cassidy? Overview

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Quick answer

Colleen Cassidy is listed as Internal Advisor Consultant at Columbia Threadneedle Investments, US, a with 803 employees, based in Darien, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Colleen Cassidy.

Colleen Cassidy previously worked as National Advisor Consultant at Columbia Threadneedle Investments, Us and Secretary at Boston College. Colleen Cassidy holds Bachelor Of Arts - Ba, Applied Psychology, And Minor In Finance from Boston College.

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Columbia Threadneedle Investments, US

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About Colleen Cassidy

Colleen Cassidy is a Internal Advisor Consultant at Columbia Threadneedle Investments, US.

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Colleen Cassidy's current company

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
Internal Advisor Consultant
Darien, CT, US
Employees
803
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9 roles

Colleen Cassidy work experience

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Secretary

Brock House

Work under campus Mission and Ministry answering phone calls, filing expense sheets, arranging and allocating meetings, etc. The offices within the Division of Mission and Ministry work together to help foster a culture of formation among the faculty, administration, staff, and students.

Sep 2022 - May 2024

Finance Administration Coordinator

Boston, Massachusetts, United States

Working on the the finances for the Greater Boston Locations for this Non-Profit Organization. Additionally, working towards finding grant opportunities and researching applications that align with the organization.

Sep 2023 - Dec 2023

Investment Banking Summer Analyst

Boston, Massachusetts, United States

Completed a 10-week investment banking program, gaining exposure to complex financial transactions and deal structuring within the Automotive Aftermarket Group. Conducted valuation analysis and due diligence on new transaction opportunities across a broad range of sub-sectors within the Automotive Aftermarket industry.

Jun 2023 - Aug 2023

Practicum Student

Gardner Pilot Academy

Responsible for ensuring that fifth grade students fully comprehend the curriculum and provided support to students who required extra assistance. Worked alongside the lead teacher to create novel and engaging lesson plans for students

Sep 2021 - Dec 2021

Co-Founder

Darien Summer Camp

Darien, Connecticut, United States

Designed an outdoor camp due to COVID-19 closing local camps, catering to more than 60 different campers. I promoted the camp via social media, flyers, and email distribution, earning $32K in revenue over an 8-week program term. Communicated with parents about camp expectations to ensure COVID-19 precautions were considered and managed all registration, materials, and counselor schedules to ensure efficient workflow and environment. Lastly, I assessed and allocated funds for accounts payable and receivable transactions such as payroll and expenses through utilizing Excel.

Jun 2021 - Aug 2021

Summer Camp Counselor

Norwalk, Connecticut, United States

Worked as a camp counselor for Roton Point Association. Organized daily schedules (Monday-Friday) for 6 different age groups of 20 kids each. Promoted and conducted activities, such as arts and crafts, sports, games taking into account the needs and interests of each individual member of my group. Encouraged positive communication between each child in my age group.

Jun 2019 - Aug 2020

Lifeguard

Norwalk, Connecticut, United States

Responsible for supervising individuals on the beach, in the pool and on pool club premises throughout the day. Still holding a Lifeguard/CPR certification.

Jun 2018 - Aug 2020
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

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4 education records

Colleen Cassidy education

Bachelor Of Arts - Ba, Applied Psychology, And Minor In Finance

Activities and Societies: Relay for Life (President), Special Olympics (Vice President), Campus Ministry

Education record

Courses taken: International Finance, Cognitive Psychology, Psychology of Addiction

Education record

Activities and Societies: Darien High School Varsity Ice Hockey Team Captain (2018/19 season and 2019/20 season), Darien High School.

FAQ

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What company does Colleen Cassidy work for?

Colleen Cassidy works for Columbia Threadneedle Investments, US.

What is Colleen Cassidy's role at Columbia Threadneedle Investments, US?

Colleen Cassidy is listed as Internal Advisor Consultant at Columbia Threadneedle Investments, US.

Where is Colleen Cassidy based?

Colleen Cassidy is based in Darien, Connecticut, United States while working with Columbia Threadneedle Investments, US.

What companies has Colleen Cassidy worked for?

Colleen Cassidy has worked for Columbia Threadneedle Investments, Us, Boston College, 261 Fearless Inc, Jefferies, and Boston Public Schools.

Who are Colleen Cassidy's colleagues at Columbia Threadneedle Investments, US?

Colleen Cassidy's colleagues at Columbia Threadneedle Investments, US include Christopher Kerwin, Edward Kerschner, Brian Lighty, Jason Puffe, and Savas, Deniz.

How can I contact Colleen Cassidy?

You can use AeroLeads to view verified contact signals for Colleen Cassidy at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Colleen Cassidy attend?

Colleen Cassidy holds Bachelor Of Arts - Ba, Applied Psychology, And Minor In Finance from Boston College.

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