Solid experience and success in key global financial positions-CTO,CAO/CFO Capital Markets, Treasurer. Exceptional track record built on extensive, detailed knowledge of infrastructure, operations, organization and all aspects of technology and finance within the financial services industry. Decision-maker with ability to develop long-term strategy and break complex situations into executable components. Strong communicator and motivational leader. Trouble-shooter with experience in managing diverse, global teams. Skilled at project and change management.Created role of Chief Technology Officer in the Finance Division reporting to the CFO; reduced technology spend on legacy systems by $40 million: Created infrastructure to be pro-active not re-active by developing a pool of technical resources supporting the Finance Division that reduced duplication, reduced audit comments, increased flexibility, and reduced close by 1.25 days.Specialties: Skilled at building financial infrastructures globally; front, middle,back office for fixed income finance,equity finance and prime brokerage; intergrated financial CFO, and Credit/Risk structures of many mergers. System specialties: PeopleSoft, Flexcube, Oasys, Advent Portfolio Accounting, Seaman Margining System, Prime Brokerage Olympic - EriBancaire Platform, Fixed income and Equity finance Business and Technology Platforms, Business & Disaster Recovery, UNIX, PC, UAT scripts.
Self-Employed
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Senior Advisor To Financial Services FirmsSelf-Employed Jul 2019 - PresentGreater New York City Area
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Treasurer/Assistant CommissionerNyc Department Of Finance Jan 2017 - Jul 2019Greater New York City Area -
Managing Director , TreasurerTdameritrade Jan 2015 - Nov 2016Jersey City New JerseyReporting to CFO, responsible for Capital, Funding, and Liquidity for TDA Holdings and all subsidiaries. Direct responsibility for Board of Directors for quarterly and intra quarter updates on liquidity developments, stress testing for both capital and liquidity. Responsible for Rating Agency relationship and annual presentation, Banking relationships, committed facilities, external debt offerings, share buyback algorithms, counterparty credit assessment and governance, and ALM including Interest rate risk mitigation. Chair and facilitate monthly ALCO Committee and ensure governance of risks in compliance.Point executive on TD Bank treasury issues and Board presentations/facilitation of quarterly and intra quarter committee updates. Primary interface on regulatory issues as it relates to capital and liquidity. member of SIFMA treasurers group and frequent presenter at SEC and Finra/Sifma conferences. -
Treasurer Gwmg /Am Segments Managing DirectorMorgan Stanley May 2011 - Jan 2015Treasurer for Global Wealth Management and Asset Management divisions of Morgan Stanley. Responsible for Liquidity, Capital, and Funding , regulatory interface , and conversion of Smith Barney and Morgan Stanley from a treasury perspective. -
Council WomanWatchung Borough Somerset, New Jersey Jan 2011 - Apr 2013Chair of Buildings and Grounds; Member Finance and Administration Committee, Liaison to Historic, Recreation, Fire , 9-11 Memorial Committees
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Chief Technology Officer-Finance Division-Managing DirectorCitigroup Sep 2002 - Apr 2005Responsible for all technology supporting the Finance Division globally in 101 countries-reporting to the CFO -
Product Development Manager-Equity Finance-Managing DirectorCitigroup-Salomon Smith Barney Feb 1999 - Sep 2002Develope infrastructures Globally for Equity Fiance and Prime Broker-front , middle, back office and Risk Management for the Division and Diversity Officer, Disaster Recovery
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Managing Director Cao/Cfo Capital MarketsSalomon Smith Barney Jan 1993 - Mar 1999Handled all aspects of finance, infrastructure;operations,facilities, risk management,credit for Capital Markets reporting to Vice Chairman
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Treasurer Smith BarneyPrimerica/ Smith Barney Aug 1990 - Jan 1993Treasuer for the brokerage unit Smith Barney
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Evp-Assistant TreasurerShearson Lehman Brothers 1982 - 1990
Karen Cassidy Skills
Karen Cassidy Education Details
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Finance/Economics -
Business Adminstration
Frequently Asked Questions about Karen Cassidy
What company does Karen Cassidy work for?
Karen Cassidy works for Self-Employed
What is Karen Cassidy's role at the current company?
Karen Cassidy's current role is Senior Advisor to Financial Services industry and Government.
What schools did Karen Cassidy attend?
Karen Cassidy attended Pace University - Lubin School Of Business, Monmouth University, Albright College.
What skills is Karen Cassidy known for?
Karen Cassidy has skills like Fixed Income, Capital Markets, Risk Management, Equities, Portfolio Management, Financial Services, Asset Management, Finance, Trading, Wealth Management, Hedge Funds, Investment Banking.
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Karen Cassidy
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