Karen Cassidy

Karen Cassidy Email and Phone Number

Senior Advisor to Financial Services industry and Government @
Karen Cassidy's Location
New York, New York, United States, United States
About Karen Cassidy

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.

Karen Cassidy's Current Company Details
Self-employed

Self-Employed

Senior Advisor to Financial Services industry and Government
Karen Cassidy Work Experience Details
  • Self-Employed
    Senior Advisor To Financial Services Firms
    Self-Employed Jul 2019 - Present
    Greater New York City Area
  • Nyc Department Of Finance
    Treasurer/Assistant Commissioner
    Nyc Department Of Finance Jan 2017 - Jul 2019
    Greater New York City Area
  • Tdameritrade
    Managing Director , Treasurer
    Tdameritrade Jan 2015 - Nov 2016
    Jersey City New Jersey
    Reporting 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.
  • Morgan Stanley
    Treasurer Gwmg /Am Segments Managing Director
    Morgan Stanley May 2011 - Jan 2015
    Treasurer 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.
  • Watchung Borough Somerset, New Jersey
    Council Woman
    Watchung Borough Somerset, New Jersey Jan 2011 - Apr 2013
    Chair of Buildings and Grounds; Member Finance and Administration Committee, Liaison to Historic, Recreation, Fire , 9-11 Memorial Committees
  • Citigroup
    Chief Technology Officer-Finance Division-Managing Director
    Citigroup Sep 2002 - Apr 2005
    Responsible for all technology supporting the Finance Division globally in 101 countries-reporting to the CFO
  • Citigroup-Salomon Smith Barney
    Product Development Manager-Equity Finance-Managing Director
    Citigroup-Salomon Smith Barney Feb 1999 - Sep 2002
    Develope infrastructures Globally for Equity Fiance and Prime Broker-front , middle, back office and Risk Management for the Division and Diversity Officer, Disaster Recovery
  • Salomon Smith Barney
    Managing Director Cao/Cfo Capital Markets
    Salomon Smith Barney Jan 1993 - Mar 1999
    Handled all aspects of finance, infrastructure;operations,facilities, risk management,credit for Capital Markets reporting to Vice Chairman
  • Primerica/ Smith Barney
    Treasurer Smith Barney
    Primerica/ Smith Barney Aug 1990 - Jan 1993
    Treasuer for the brokerage unit Smith Barney
  • Shearson Lehman Brothers
    Evp-Assistant Treasurer
    Shearson Lehman Brothers 1982 - 1990

Karen Cassidy Skills

Fixed Income Capital Markets Risk Management Equities Portfolio Management Financial Services Asset Management Finance Trading Wealth Management Hedge Funds Investment Banking Mergers And Acquisitions Peoplesoft Strategy Investments Alternative Investments Financial Analysis Derivatives Prime Brokerage Series 7 Asset Managment Business Strategy Securities Financial Modeling Options Bloomberg Bonds Corporate Finance Mergers Back Office Private Equity Emerging Markets Valuation Financial Markets Due Diligence Mutual Funds Series 63 Structured Products Funding Trading Systems Middle Office Electronic Trading Equity Derivatives Finra Structured Finance Fx Options Asset Allocation Financial Risk Strategic Financial Planning

Karen Cassidy Education Details

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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