Professional Overview
Brian Cassidy is an experienced financial executive with a focus on risk management and specialty insurance. In his current role as the Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants, he leverages his deep industry knowledge and strategic financial acumen to drive operational excellence and support the firm's growth initiatives.
Experience Summary
Current Role
As the Risk Management / National Specialties CFO at EPIC Insurance Brokers & Consultants, Brian oversees the financial operations and risk management strategies for the firm's national specialty practices. He is responsible for financial planning, reporting, and risk mitigation, working closely with business unit leaders to ensure operational efficiency and compliance. Under Brian's leadership, the specialty divisions have achieved consistent profitability and improved risk profile.
Career Progression
Prior to joining EPIC, Brian served as the Regional Chief Financial Officer at Marsh & McLennan Companies, Inc., where he managed the financial operations for multiple regions over an 11-year tenure. Earlier in his career, he held the CFO role at The NIA Group LLC, a regional insurance brokerage firm, where he was instrumental in driving revenue growth and implementing robust financial controls.
Academic Background
Brian holds a Bachelor's degree in Accounting from a leading university, and he is a Certified Public Accountant (CPA).
Areas of Expertise
- Financial management and strategic planning
- Risk assessment and mitigation strategies
- Insurance industry operations and compliance
- Merger and acquisition integration
- Business process optimization
Professional Impact
During his career, Brian has played a key role in several high-profile initiatives, including the successful integration of a multi-million-dollar acquisition at Marsh & McLennan and the implementation of a new financial reporting system that enhanced visibility and decision-making capabilities. His expertise in risk management and specialty insurance has been instrumental in driving the growth and profitability of the organizations he has served.
Conclusion
With over two decades of experience in the insurance industry, Brian Cassidy is a seasoned financial executive with a proven track record of driving operational excellence and supporting business growth. In his current role at EPIC Insurance Brokers & Consultants, he continues to leverage his industry knowledge and strategic acumen to contribute to the firm's ongoing success.
