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
- Vice President of Client Development @ (January 2023 - Present)
- Senior Wealth Advisor @ (January 2023 - Present)
- Shareholder @ (April 2017 - Present)
- Director of Strategic Partnerships @ (January 2017 - December 2022)
- Senior Financial Planner @ (January 2016 - December 2022)
- Financial Planner @ (January 2014 - December 2015)
- Associate Financial Planner and Investment Analyst @ (May 2010 - December 2013)
- Financial Planning, Investments, and Operations Intern @ (May 2009 - April 2010)
- Adjunct Professor @ (January 2016 - May 2024)
- Intern @ (January 2007 - January 2009)
Christopher Vassallo Education
- college for financial planning
CFP®
2010-2012 - Temple University
Bachelor of Business Administration - BBA, Summa Cum Laude (Fox School of Business: Finance, Real Estate)
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. Christopher Vassallo holds a 2010 - 2012 CFP® @ 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 2 mobile phone numbers on RocketReach.
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Top RTD Financial Employees
Irene Giman
Senior Wealth Advisor
Philadelphia, PA, US
Garret Desjardins
Financial Planner
Philadelphia, PA, US
Christopher Vassallo
Vice President of Client Development
Philadelphia, PA, US
Michelle King
Director of Client Services
Philadelphia, PA, US
Rachel Moran
Vice President of Personal Wealth Management
Philadelphia, PA, US
Gregory Young
Chief Investment Officer
Philadelphia, PA, US
Christina Alvarez
Director of Client Services
Philadelphia, PA, US
Nicole Offerman
Vice President of Employer Retirement Plan Services
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Man-Hyung Hahn
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Willie Black
Director of Talent Management
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Jeff Weiand
Chief Executive Officer
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