If you need more lookups,
subscriptions start at $34 USD/month.
Christopher Cassidy Location
Albany, NY, US
Christopher Cassidy Work
Partner, Director @ (July 2026 - Present)
Senior Financial Advisor, Senior Vice President - Investment Officer @ (June 2002 - July 2026)
Senior Financial Consultant @ (August 1997 - June 2002)
Account Executive @ (January 1996 - May 1997)
Christopher Cassidy Education
Boston College School of Business
Christopher Cassidy Skills
Asset Allocation
Financial Advisory
Financial Services
Insurance
Investment Planning Strategies
Investments
Retirement Planning
Securities
401(k) Rollovers
Investment Strategies
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 Partner, Director at Foothills Legacy Wealth Management &Partners. Christopher Cassidy brings experience from previous roles at Wells Fargo Advisors, Quick & Reilly and Morgan Stanley. Christopher Cassidy holds a Boston College School of Business. With a robust skill set that includes Asset Allocation, Financial Advisory, Financial Services, Insurance, Investment Planning Strategies and more. Christopher Cassidy has 1 mobile phone numbers on RocketReach.
Looking for a different Christopher Cassidy?
Find contact details for 700 million professionals.