Christopher Cassidy

Christopher Cassidy Work

Co-Founder

@ Vivoro

Senior Vice President, Institutions

@ LPL Financial

Managing Director

@ GreenState Credit Union

Christopher Cassidy Education

2002 - 2005 Bachelors in Economics

California State University, Fullerton

Christopher Cassidy Skills

BankingFinancial ServicesCreditWealth ManagementPortfolio ManagementFinanceLoansInvestmentsMortgage LendingRisk ManagementPrivate BankingRelationship ManagementLeadershipManagementFinancial AdvisoryCredit AnalysisRetail BankingCommercial LendingSmall Business LendingCommercial BankingBusiness DevelopmentInsuranceInvestment AdvisoryFinancial AnalysisSalesOrganizational LeadershipSeries 7Retirement PlanningCross SellingUnderwritingEstate PlanningMutual FundsAsset AllocationWealth Management ServicesInvestment ManagementConsumer LendingUniform Combined State LawStrategic Financial PlanningSeries 63SecuritiesAsset ManagementLoan OriginationCredit RiskHealthcareCRMCash ManagementCommercial Real EstateLines Of CreditMortgage BankingSeries 24Healthcare IndustryHouseholdFiduciaryMarketProspectsStrategistOverseeingMember of a TeamManagesCustomer RetentionBrokerageFeeNetHealth LicenseMentoringStore ManagementTeamingFull ServiceData ProfilingP&l ManagementDirectsMerrill Lynch250kRevenueInsurance PlanningFinancial StatementsStackLine of BusinessCallsIdentifiesLoan ServicingFootballMonitorsAccountingGuidanceNetworkingPhysiciansCellBusiness ServicesTeam ManagementReportsOrganizational RestructuringCountyBalance SheetStrategiesMedicineNew Business DevelopmentBank DepositsTestingPolicyCertified Financial PlannerScottsdaleCustomer ServiceVeterans AffairsWealthFast TrackRatiosAmericanPortfolio ManagersCifReportingPartnershipsProducingConceptsRCPAIncome TaxEconomicsCRetailMiddle MarketVirginiaAnalysis ToolsClient ServicesExceptionsNew HiresLiquidityProject PlanningDeliversService LevelsUltraIncomeLinkedInPricingResponsibilityCustomer ExperiencePortfolioIntimatePrivate ClientsHEVTrustOrange CountyTaxSourcingAcademicGuidelinesWindows VistaComplianceSan FranciscoFrameProfilesLimitsModerateOffice AutomationProgram DevelopmentTreasuryLiaisonStaff DevelopmentClient PresentationBanking RelationshipsTax ReturnsSupport StaffCustomer BaseExpense ManagementRecruitingWells FargoConsumerPerformance Management

Christopher Cassidy Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Christopher Cassidy currently works at Vivoro as Christopher Cassidy - Co-Founder at Vivoro.

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