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    Christopher Cassidy

    Vice President, Financial Institution Enterprise Business Development at LPL Financial

    Christopher Cassidy is currently the Senior Vice President of Financial Institutions at LPL Financial, not the Vice President of Large Financial Institution Business Development as mentioned in the query.1 He has extensive experience in the financial services industry, spanning nearly two decades.1

    Cassidy joined LPL Financial in November 2020 and is based in the Charlotte Metro area.1 In his role, he works with financial institutions to optimize their wealth management businesses and create value for their clients.1

    Prior to joining LPL, Cassidy held several notable positions:

    1. Managing Director at GreenState Credit Union (2019-2020)
    2. Senior Vice President - Regional Private Banking Manager at Wells Fargo Private Bank (2016-2019)
    3. Managing Director - Private Wealth Management at SunTrust (2013-2016)
    4. Vice President - Private Banking Manager at Merrill Lynch (2011-2013)
    5. Vice President - Private Banker at Wells Fargo Private Bank (2004-2011)

    Cassidy holds a Bachelor of Arts in Economics from California State University, Fullerton.1 He also possesses several financial industry certifications, including Series 7, Series 66, and Series 24 licenses.1

    He resides in Fort Mill, South Carolina, with his wife Simone and sons Maxwell and Marshall.1

    Highlights

    Feb 10 · career.lpl.com
    Business Development Associate - LPL Financial
    Growing Your Business | Financial Resources Group Investment ...

    Related Questions

    What are Christopher Cassidy's main responsibilities at LPL Financial?
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    Christopher Cassidy
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    Location

    Charlotte Metro