Relationship Manager @ (January 2020 - December 2022)
Partner Care Specialist @ One Reverse Mortgage, NMLS #2052 (January 2015 - January 2020)
Sales and Service Manager @ (January 2007 - January 2015)
Keith Cassidy Education
University of New Hampshire
Bachelor of Arts - BA (Economics)
Keith Cassidy Skills
Leadership
Microsoft Excel
Microsoft Office
Retirement Planning
Wealth Management
Investments
Strategic Financial Planning
Investment Strategies
Keith Cassidy Summary
Keith Cassidy, based in San Diego, CA, US, is currently a Senior Operations Analyst at Atlantic Avenue Mortgage. Keith Cassidy brings experience from previous roles at Reverse Mortgage Funding LLC, One Reverse Mortgage, NMLS #2052 and First Republic Bank. Keith Cassidy holds a Bachelor of Arts - BA in Economics @ University of New Hampshire. With a robust skill set that includes Leadership, Microsoft Excel, Microsoft Office, Retirement Planning, Wealth Management and more. Keith Cassidy has 1 emails and 1 mobile phone numbers on RocketReach.
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