Christopher Cassidy Email & Phone Number

Senior Vice President, Wealth Management @ Integrity

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Christopher Cassidy Location

Texas, United States

Christopher Cassidy Work

2026 -now Senior Vice President, Wealth Management @
2025 -now Co-Founder @
2020 -2025 Senior Vice President, Institutions @
2019 -2020 Managing Director @
2016 -2019 Senior Vice President, Regional Private Banking Manager @
2013 -2016 Managing Director, Private Wealth Management - Medical Specialty Group @
2011 -2013 Vice President, Private Banking Manager @
2004 -2011 Vice President, Private Banker @

Christopher Cassidy Education

California State University, Fullerton
Bachelors (Economics)
2002-2005

Christopher Cassidy Skills

Banking
Financial Services
Credit
Wealth Management
Portfolio Management
Finance
Loans
Investments
Mortgage Lending
Risk Management
Private Banking
Relationship Management
Leadership
Management
Financial Advisory
Credit Analysis
Retail Banking
Commercial Lending
Small Business Lending
Commercial Banking
Business Development
Insurance
Investment Advisory
Financial Analysis
Sales
Organizational Leadership
Series 7
Retirement Planning
Cross Selling
Underwriting
Estate Planning
Mutual Funds
Asset Allocation
Wealth Management Services
Investment Management
Consumer Lending
Uniform Combined State Law
Strategic Financial Planning
Series 63
Securities
Asset Management
Loan Origination
Credit Risk
Healthcare
CRM
Cash Management
Commercial Real Estate
Lines Of Credit
Mortgage Banking
Series 24
Healthcare Industry
Household
Fiduciary
Market
Prospects
Strategist
Overseeing
Member of a Team
Manages
Customer Retention
Brokerage
Fee
Net
Health License
Mentoring
Store Management
Teaming
Full Service
Data Profiling
P&l Management
Directs
Merrill Lynch
250k
Revenue
Insurance Planning
Financial Statements
Stack
Line of Business
Calls
Identifies
Loan Servicing
Football
Monitors
Accounting
Guidance
Networking
Physicians
Cell
Business Services
Team Management
Reports
Organizational Restructuring
County
Balance Sheet
Strategies
Medicine
New Business Development
Bank Deposits
Testing
Policy
Certified Financial Planner
Scottsdale
Customer Service
Veterans Affairs
Wealth
Fast Track
Ratios
American
Portfolio Managers
Cif
Reporting
Partnerships
Producing
Concepts
R
CPA
Income Tax
Economics
C
Retail
Middle Market
Virginia
Analysis Tools
Client Services
Exceptions
New Hires
Liquidity
Project Planning
Delivers
Service Levels
Ultra
Income
LinkedIn
Pricing
Responsibility
Customer Experience
Portfolio
Intimate
Private Clients
HEV
Trust
Orange County
Tax
Sourcing
Academic
Guidelines
Windows Vista
Compliance
San Francisco
Frame
Profiles
Limits
Moderate
Office Automation
Program Development
Treasury
Liaison
Staff Development
Client Presentation
Banking Relationships
Tax Returns
Support Staff
Customer Base
Expense Management
Recruiting
Wells Fargo
Consumer
Performance Management

Christopher Cassidy Summary

Christopher Cassidy, based in Texas, United States, is currently a Senior Vice President, Wealth Management at Integrity. Christopher Cassidy brings experience from previous roles at Vivoro, LPL Financial, GreenState Credit Union and Wells Fargo Private Bank. Christopher Cassidy holds a 2002 - 2005 Bachelors in Economics @ California State University, Fullerton. With a robust skill set that includes Banking, Financial Services, Credit, Wealth Management, Portfolio Management and more. Christopher Cassidy has 2 emails and 3 mobile phone numbers on RocketReach.