Tom Cassidy's Location

Philadelphia, PA, US

Tom Cassidy's Work

Tom Cassidy's Education

  • Shippensburg University of Pennsylvania

    B.S.B.A (Finance)

Tom Cassidy's Skills

  • Mutual Funds
  • Investments
  • Asset Allocation
  • Investment Management
  • Wealth Management
  • Portfolio Management
  • Financial Planning
  • Asset Management
  • Retirement Planning
  • Financial Services

Tom Cassidy's Summary

Tom Cassidy, based in Philadelphia, PA, US, is currently a Chief Investment Officer at Peoples Security Bank & Trust Company, bringing experience from previous roles at Univest, PricewaterhouseCoopers and Vanguard. Tom Cassidy holds a B.S.B.A in Finance @ Shippensburg University of Pennsylvania. With a robust skill set that includes Mutual Funds, Investments, Asset Allocation, Investment Management, Wealth Management and more, Tom Cassidy contributes valuable insights to the industry. Tom Cassidy has 3 emails on RocketReach.
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