Christopher Cassidy
- Role
- Lpl Financial at Vivoro
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Christopher Cassidy
Chris is a growth-oriented executive, passionate about building what’s next in financial…
Experience
Lpl Financial
Present
Skills
- Private Banking
- Credit Analysis
- Estate Planning
- Mortgage Lending
- Cash Management
- Portfolio Management
- Credit
- Finance
- Relationship Management
- Commercial Lending
- Financial Advisory
- Uniform Combined State Law
- Investments
- Retirement Planning
- Consumer Lending
- Insurance
- Credit Risk
- Healthcare Industry
- Loans
- Commercial Banking
- Securities
- Commercial Real Estate
- Healthcare
- Series 24
- Wealth Management
- Small Business Lending
- Investment Advisory
- Cross Selling
- Financial Services
- Organizational Leadership
- Sales
- Banking
- Mortgage Banking
- Series 63
- Asset Management
- Lines of Credit
- Strategic Financial Planning
- Financial Analysis
- Crm
- Wealth Management Services
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