Joe Cassidy Email & Phone Number
Director of Advisor Success @ HEFTY WEALTH PARTNERS
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Joe Cassidy Location
- Saint Petersburg, FL, US
Joe Cassidy Work
- Director of Advisor Success @ (May 2022 - Present)
- Agency Principal @ Joe Cassidy Agency (July 2014 - July 2022)
- Agency Development Sales Manager @ (November 2012 - July 2014)
- Agency Development Sales Manager @ (October 2010 - July 2014)
- Sales Manager @ (January 2007 - October 2010)
Joe Cassidy Education
- Indiana Wesleyan University
Bachelor of Science - BS (Business Administration and Management, General)
2004-2010
Joe Cassidy Skills
- 63 Licenses
- Account Management
- Asset Allocation
- Business Analysis
- Business Development
- Business Relationship Management
- Commercial Insurance
- Commercial Lines
- Communication
- Contact Centers
- Critical Thinking
- Customer Service
- Deal Closure
- Disability Insurance
- Finance
- Financial Advisory
- General Insurance
- Homeowners
- Identifying New Opportunities
- Insurance
- Investment Products
- Investments
- Leadership
- Legal Liability
- Life & Health Insurance Licenses
- Life Insurance
- Long-term Care
- Management
- Microsoft PowerPoint
- Mutual Funds
- New Business Development
- Outside Sales
- Property & Casualty Insurance
- Public Speaking
- Quality Metrics
- Recruiting
- Research
- Sales
- Sales & Marketing
- Sales Consulting
- Sales Management
- Sales Strategy
- Series 65
- Staff Development
- Strategic Planning
- Team Building
- Training
- Umbrella Insurance
- Wealth Management Services
- Workers Compensation
- Long Term Care
- Property and Casualty Insurance
Joe Cassidy Summary
- Joe Cassidy, based in Saint Petersburg, FL, US, is currently a Director of Advisor Success at Credent Wealth Management. Joe Cassidy brings experience from previous roles at Joe Cassidy Agency and Nationwide Insurance. Joe Cassidy holds a 2004 - 2010 Bachelor of Science - BS in Business Administration and Management, General @ Indiana Wesleyan University. With a robust skill set that includes 63 Licenses, Account Management, Asset Allocation, Business Analysis, Business Development and more. Joe Cassidy has 1 mobile phone numbers on RocketReach.
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