Christopher Cassidy Email & Phone Number
Senior Financial Advisor, Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Christopher Cassidy Location
- Albany, NY, US
Christopher Cassidy Work
- 2002 -now Senior Financial Advisor, Senior Vice President - Investment Officer @
- 1997 -2002 Senior Financial Consultant @
- 1996 -1997 Account Executive @
Christopher Cassidy Education
- Boston College School of Business
Christopher Cassidy Skills
- 401(k) Rollovers
- Asset Allocation
- Financial Advisory
- Financial Services
- Insurance
- Investment Strategies
- Investments
- Retirement Planning
- Securities
- Stock Analysis
- Leadership
- 401k Rollovers
- Project Management
- Strategy
- Business Analysis
- Finance
- Customer Service
- Account Management
- 401 Rollovers
Christopher Cassidy Summary
- Christopher Cassidy, based in Albany, NY, US, is currently a Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors. Christopher Cassidy brings experience from previous roles at Quick & Reilly and Morgan Stanley. Christopher Cassidy holds a Boston College School of Business. With a robust skill set that includes 401(k) Rollovers, Asset Allocation, Financial Advisory, Financial Services, Insurance and more. Christopher Cassidy has 2 emails and 1 mobile phone numbers on RocketReach.
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