Steven Cassidy, CFA, has extensive experience in the financial services sector, currently serving as a Senior Product Specialist at Charles River Development since 2011. In this role, Steven collaborates with product design and manages key client relationships to enhance software value and satisfaction, focusing on portfolio management module functionality that aligns with clients' investment strategies. Prior to this, Steven was a Principal Transition Analyst at State Street Bank from 1994 to 2003, where responsibilities included managing portfolios for large institutional and individual clients during transitional phases and developing investment strategies. Steven holds a degree from UMass Boston.
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