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Christopher Cassidy

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Christopher Cassidy

Senior Vice President, Institutions | LPL Financial

Charlotte, North Carolina, United States

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Christopher Cassidy

Summary

Christopher Cassidy is a seasoned financial services executive with over two decades of experience in banking and wealth management. Currently serving as Senior Vice President at LPL Financial, he leads institution business development, focusing on enhancing the wealth management capabilities of financial services firms. His career includes significant roles at GreenState Credit Union, Wells Fargo, and SunTrust, where he developed specialized banking solutions for high-net-worth individuals and healthcare professionals. A graduate in Economics from California State University, Fullerton, Christopher also holds a CFP certificate in Financial Planning. He is passionate about leveraging technology to streamline financial services and improve client outcomes. Residing in Fort Mill, South Carolina, he balances his professional commitments with family life, enjoying time with his wife and three sons.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Christopher Cassidy

Work Experience

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Senior Vice President, Institutions at

LPL Financial

November 2020 - Present

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Managing Director at

GreenState Credit Union

August 2019 - October 2020

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Senior Vice President - Regional Private Banking Manager at

Wells Fargo & Company

January 2016 - August 2019

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Managing Director - Private Wealth Management - Medical Specialty Group at

Truist

September 2013 - January 2016

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Vice President - Private Banking Manager at

Merrill Lynch/Wfc/L. Inc.

May 2011 - August 2013

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Vice President - Private Banker at

Wells Fargo & Company

February 2004 - May 2011

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Christopher Cassidy

Education

University of California, Irvine, Cfp Certificate

January 2008 - January 2009

California State University, Fullerton, Bachelors

January 2002 - January 2005

Frequently Asked Questions about Christopher Cassidy

What is Christopher Cassidy email address?

Christopher Cassidy's primary email address is *******************@lpl.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Christopher Cassidy work for?

Christopher Cassidy is a Senior Vice President, Institutions at LPL Financial, a company specializing in Monetary Authorities-Central Bank.

Where Christopher Cassidy graduated from?

Christopher Cassidy holds a degree in Financial Planning from University of California, Irvine.

How can I directly contact Christopher Cassidy?

To contact Christopher Cassidy directly, you can use the email address *******************@lpl.com. Complete contact information is available upon registration with Muraena.

Who is Christopher Cassidy?

Christopher Cassidy is a seasoned financial services executive with over two decades of experience in banking and wealth management. Currently serving as Senior Vice President at LPL Financial, he leads institution business development, focusing on enhancing the wealth management capabilities of financial services firms. His career includes significant roles at GreenState Credit Union, Wells Fargo, and SunTrust, where he developed specialized banking solutions for high-net-worth individuals and healthcare professionals. A graduate in Economics from California State University, Fullerton, Christopher also holds a CFP certificate in Financial Planning. He is passionate about leveraging technology to streamline financial services and improve client outcomes. Residing in Fort Mill, South Carolina, he balances his professional commitments with family life, enjoying time with his wife and three sons.

Christopher`s contact details

mail

*******************@lpl.com

***********@pacbell.net

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