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Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-13
  • MA RA
    APPROVED
    Since 2024-11-13

Branch Locations

Boston, MA • United States

290 Congress Street, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Columbia Management Investment Distributors, Inc Boston ME 06/2024 Present
Jefferies Llc Boston MA 06/2023 08/2023
Boston College Boston MA 08/2020 05/2024
Darien High School Darien CT 08/2016 06/2020
Columbia Management Investment Advisers, Llc Minneapolis MN 11/2024 Present
  • 06/2024 → Present
    Columbia Management Investment Distributors, Inc
    Boston, ME
  • 06/2023 → 08/2023
    Jefferies Llc
    Boston, MA
  • 08/2020 → 05/2024
    Boston College
    Boston, MA
  • 08/2016 → 06/2020
    Darien High School
    Darien, CT
  • 11/2024 → Present
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
  • S66 Uniform Combined State Law Examination
    2024-11-05
Other Names
  • Colleen Mary Cassidy

View on SEC IAPD

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