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Christopher Cassidy
Christopher Cassidy
Senior Vice President, Institutions | LPL Financial
Charlotte, North Carolina, United States
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.
Christopher Cassidy
Work Experience
Senior Vice President, Institutions at
LPL Financial
November 2020 - Present
Managing Director at
GreenState Credit Union
August 2019 - October 2020
Senior Vice President - Regional Private Banking Manager at
Wells Fargo & Company
January 2016 - August 2019
Managing Director - Private Wealth Management - Medical Specialty Group at
Truist
September 2013 - January 2016
Vice President - Private Banking Manager at
Merrill Lynch/Wfc/L. Inc.
May 2011 - August 2013
Vice President - Private Banker at
Wells Fargo & Company
February 2004 - May 2011
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
*******************@lpl.com
***********@pacbell.net
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