Daniel P. Kelly graduated from the University of Connecticut with a degree in Economics. Since graduating in 1989, Dan has spent the majority of his career in the financial services industry. Beginning with the Travelers Life and Annuity Company in Hartford, Dan held many positions including management roles in Customer Service and New Business. Dan also spent time with Warburg Dillon Reed in the foreign exchange market requiring him to work in both New York City and London at different times.
Dan held the role of Field Sales Supervisor for Tower Square Securities, Incorporated, part of the MetLife Broker Dealer Group, responsible for the supervision of independent registered representatives located throughout the country. Dan concluded his tenure with MetLife as national recruiter for both Tower Square Securities, Inc., and Walnut Street Securities before deciding to become a registered representative himself.
Dan holds the Series 7, 24 and 66 Securities registrations, as well as the Life/Health and Accident Insurance license. He is also a registered representative and an investment advisor representative through Cambridge Investment Research, Inc.
Dan enjoys coaching his kids as well as playing Golf and Hockey to name just a couple of activities. Dan and his wife Kelley are very proud of their son Daniel and their daughter Bridget and enjoy a very busy and fulfilling life together.
Dan can be reached via the following options, Office – (860)623-0104, Toll Free – (877)272-0107, or email Daniel@CassidyFinancialServices.com.