Contact
2
Years of
Experience
Cassie Kneen
team page

Cassie Kneen

Head of Client Experience

Tampa, Florida

Cassie Kneen linkedin page

813.934.6232

Responsibility

As a former relationship manager at an RIA, Cassie brings her experience of coordinating a team of specialists and analyzing their strategies in serving Fidelis clients as well as her colleagues.

Prior
Positions

  • Private Wealth Asset Management as a Relationship Manager and Financial Analyst

Credentials

  • BA in Business Management from University of St Andrews, Scotland

Personal
Profile

  • Captain of St Andrews Golf Team (2019-2020).
  • Royal and Ancient (R&A) Scholarship Recipient.
  • R&A European Tour and BUCS National Tour Events.
Born and raised in Denver, Cassie now enjoys searching for the best local bakeries and coffee in Tampa. She enjoys walks on Florida’s beautiful beaches, trail running, and mountain biking. Her goal is to travel to India and New Zealand.

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