Christopher Cassidy Email & Phone Number
Senior Vice President, Financial Institutions @ LPL Financial
Christopher Cassidy's Location
Charlotte, NC, US
Christopher Cassidy's Work
- Senior Vice President, Financial Institutions @ LPL Financial
- Managing Director @ GreenState Credit Union
- Senior Vice President - Regional Private Banking Manager @ Wells Fargo Private Bank
- Managing Director - Private Wealth Management - Medical Specialty Group @ SunTrust
- Vice President - Private Banking Manager @ Merrill Lynch
- Vice President - Private Banker @ Wells Fargo Private Bank
Christopher Cassidy's Education
- UC Irvine
Cfp Certificate (Financial Planning)
2008 - 2009 - California State University, Fullerton
Bachelors (Economics)
2002 - 2005
Christopher Cassidy's Skills
- Organizational Leadership
- Private Banking
- Mortgage Lending
- Banking
- Relationship Management
- Investment Management
- Insurance
- Risk Management
- Commercial Real Estate
- Leadership
Christopher Cassidy's Summary
Christopher Cassidy, based in Charlotte, NC, US, is currently a Senior Vice President, Financial Institutions at LPL Financial, bringing experience from previous roles at GreenState Credit Union, Wells Fargo Private Bank, SunTrust and Merrill Lynch. Christopher Cassidy holds a 2008 - 2009 Cfp Certificate in Financial Planning @ UC Irvine. With a robust skill set that includes Organizational Leadership, Private Banking, Mortgage Lending, Banking, Relationship Management and more, Christopher Cassidy contributes valuable insights to the industry. Christopher Cassidy has 6 emails on RocketReach.
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