Rick Cassidy's Location
Tampa, FL, US
Rick Cassidy's Work
- Senior Vice President, Private Wealth Advisor @ U.S. Bank
- Senior Vice President, Private Banker @ Hancock Whitney
- Vice President, Wealth Advisor @ Regions Bank
- Vice President, Client Advisor @ SunTrust
- Vice President, Private Banker and Wealth Advisory Associate @ Morgan Stanley
Rick Cassidy's Education
- University of Vermont
Bachelor of Arts (B.A.) (European History)
- The University of Stirling
Semester Abroad (Scottish History)
Rick Cassidy's Skills
- Wealth Management
- Banking
- Portfolio Management
- Finance
- Financial Services
- Loans
- Credit
- Mortgage Lending
- Financial Planning
- Risk Management
Rick Cassidy's Summary
Rick Cassidy, based in Tampa, FL, US, is currently a Senior Vice President, Private Wealth Advisor at U.S. Bank, bringing experience from previous roles at Hancock Whitney, Regions Bank, SunTrust and Morgan Stanley. Rick Cassidy holds a Bachelor of Arts (B.A.) in European History @ University of Vermont. With a robust skill set that includes Wealth Management, Banking, Portfolio Management, Finance, Financial Services and more, Rick Cassidy contributes valuable insights to the industry. Rick Cassidy has 4 emails on RocketReach.
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