Christopher Vassallo Email & Phone Number
Vice President of Client Development @ RTD Financial
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Christopher Vassallo Location
- Philadelphia, PA, US
Christopher Vassallo Work
- 2023 -now Vice President of Client Development @
- 2023 -now Senior Wealth Advisor @
- 2017 -now Shareholder @
- 2016 -2024 Adjunct Professor @
- 2017 -2022 Director of Strategic Partnerships @
- 2016 -2022 Senior Financial Planner @
- 2014 -2015 Financial Planner @
- 2010 -2013 Associate Financial Planner and Investment Analyst @
- 2009 -2010 Financial Planning and Investment Operations Intern @
- 2007 -2009 Intern @
Christopher Vassallo Education
- College for Financial Planning 2010-2012
- Temple University 2006-2010
Christopher Vassallo Skills
- Critical Thinking
- Leadership
- Collaborative Leadership
- Tax Planning
- Strategic Vision
- Change Management
- Strategic Partnerships
- Business Planning
- Strategic Planning
- Client-focused
- Client Services
- Client Development
- Personal Development
- Community Development
- Appreciative Inquiry
- Inquiry-based Learning
- Coaching & Mentoring
- Teaching
- Curriculum Development
- Analytical Skills
- Process Improvement
- Organization Skills
- Collaborative Problem Solving
- Independent Financial Advice
- Communication
- Financial Planning
- Financial Goals
- Investment Advice
- Estate Planning
- Wealth Management
- Risk Management
- 401k
- Asset Allocation
Christopher Vassallo Summary
- Christopher Vassallo, based in Philadelphia, PA, US, is currently a Vice President of Client Development at RTD Financial. Christopher Vassallo brings experience from previous roles at RTD Financial and Temple University. Christopher Vassallo holds a 2010 - 2012 College for Financial Planning. With a robust skill set that includes Critical Thinking, Leadership, Collaborative Leadership, Tax Planning, Strategic Vision and more. Christopher Vassallo has 2 emails and 1 mobile phone numbers on RocketReach.
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