Kevin Cassidy
Financial Advisor at Veritas Wealth Management - Helping people reach their goals through personalized, achievable, savvy financial planning.
- Role
- Financial Planner at Veritas Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kevin Cassidy
After 13 good years in chemical engineering and specifically separations technology, I decided to transition into another passion: helping others develop a financial plan to give them the confidence to pursue their goals. What I liked most about my work was when I could align the interests of all involved to successfully meet common goals. While that happened a few times a year in engineering, that happens every day for me in financial planning. I\'m proud to serve on the board of directors for the Houston Chapter of the Financial Planning Association and involved in the National NexGen Leaders group. I get to come to work each day excited to help others dream big, develop a plan to protect themselves and their loved ones, and build the future they can\'t wait to live! 1800 Bering Dr, Ste 395, Houston, TX 77••••••••00 Securities and investment advisory services offered through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. Additional advisory services offered through VWM Advisors, LLC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Experience
Financial Planner
Oct 2020 — Present · Houston, TX, US
Working closely with clients to develop their comprehensive financial planning to pursue their goals, utilizing investment management and customized planning solutions to help visualize their financial future.
Education
Rice University
Bachelor of Science (B.S.), Chemical Engineering
2000 — 2004
Skills
- Downstream Oil
- Olefins
- Business Strategy
- Chemical Engineering
- Project Engineering
- Carbon Capture
- Lng
- Petroleum
- Leadership
- Contract Negotiation
- Business Development
- Upstream
- Natural Gas
- Liquefied Natural Gas (Lng)
- Determined to Succeed
- Positive Can-Do Attitude
- Gas
- Process Engineering
- Sales Presentations
- Forecasting
- Oil
- Process Optimization
- Petrochemical
- New Business Development
- Distillation
- Marketing Strategy
- Downstream Oil & Gas
- Oil & Gas
- Ethical
- Downstream Oil
- Energy
- Interpersonal Skill
- Oil/Gas
- Sales
- Collaborative Problem Solving
- Technical Writing
- Selling Skills
- Refining
- Fractionation
- Oil
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