Rick Cassidy is a skilled professional, that works in Hancock Bank main office of which is in 87. on the position of Senior Vice President, Private Banker from 2019. Rick Cassidy has earned professional experience in more than 11 positions at various companies. Rick Cassidy went to the University of Stirling and was studying there from 2011 to 2012. This expert has these professional qualifications: Family Enterprise Advisor Training, Certified Wealth Strategist, and Series 7 and 66 Licenses. Tampa, Florida is the area, where the professional was known to be situated. The person's phone number and email are accessed through Connexy on demand.
Name variants:
Ricky Cassidy
Contact Information
Last Update
Jul 6, 2022
Email
ri**@gmail.com, ri**@regions.com
Location
Tampa, FL
Company
Hancock Bank
Workplace
Senior Vice President, Private Banker
Work History
Wealth Advisor, Vice President at Regions Private Wealth Management
1900 5Th Ave north, Birmingham, AL 35228
Regions Financial Corporation, with $125 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, we...
from May 2016
High Net Worth Client Advisor, Vice President
303 Peachtree St, Atlanta, GA 30308
Cultivated relationships with high-net worth clients, deepening their relationship and awareness of our private wealth management team through proactive financial planning and legacy preserv...
2014 — 2016
Private Banker and Wealth Advisory Associate, Vice President
1585 Broadway, New York, NY 10003
Spearheaded growth of deposits and lending sales in 10 branches with 180 Financial Advisors in the Tampa Bay market. Working directly with financial advisors and clients offering banking sol...
2011 — 2014
Regional Banking Consultant, Vice President
1 north Jefferson Ave St, Louis, MO
Established, built out and led the banking and lending sales platform in Central and North Florida, and eventually the entire state of Florida comprised of 52 branches and 1,000 Financial Ad...
2007 — 2011
Residential Lending Product Specialist, Vice President
1585 Broadway, New York, NY 10003
Recruited by National Sales Executive Director to lead residential lending sales for the Global Wealth Management channel in Southeast Florida comprised of 14 branches and 300 Financial Advi...
2006 — 2007
Branch Manager, Vice President
Responsible for opening new branch and leading new business development efforts for the Ponte Vedra Beach and the Jacksonville Beaches markets. Responsible for loan origination and deposit g...
2005 — 2006
Associate Consultant
Long Beach, CA
Advised, trained and coached Managers and Retention Consultants at America Online on how to retain customers, discourage cancellation of service and improve selling techniques. Provided Mana...
2004 — 2005
Branch Manager
420 Montgomery St, San Francisco, CA 94129
Drove balance sheet and loan portfolio growth for lending, deposits and investments. Originated loans, conducted asset/liability reviews, performed credit checks, and prepared financial anal...
2002 — 2004
Investor Services Advisor
New York, NY
Recruited by Lead Advisor/Manager for a new initiative, the Financial Advisory Center focusing on managing clients across the U.S. with portfolios under $1M. Provided financial strategies an...
2001 — 2002
Financial Advisor
1585 Broadway, New York, NY 10003
Recruited by Complex Sales Manager to sell financial products to high-net worth clients, expand the client base and maintain accounts ongoing. Analyzed financial information from clients reg...
1999 — 2001
Education
2011 — 2012
1992 — 1996
1995 — 1995
Occupations
Executive
Senior Vice President
Financial Broker
Banker
Accountant
Finance and Accounting Specialist
Advisor
Vice President
Guide
Security
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Tour Guide
Skills
Wealth Management
Banking
Portfolio Management
Finance
Financial Services
Loans
Credit
Mortgage Lending
Financial Planning
Risk Management
Financial Advisory
Management
Commercial Lending
Investments
Wealth
Commercial Banking
Loan Origination
Equities
Financial Analysis
Financial Risk
Alternative Investments
Leadership
Public Speaking
Networking
Success Driven
Client Development
Client Relations
Client Presentation
Client Prospecting
Community Development
Communication
Positive Employee Relations
Wealth Management Services
Business Development
Sales
Strategic Planning
Estate Planning
Strategic Partnerships
Trust Services
Customer Relationship Management
FAQs about Rick Cassidy
What is the main profession of Rick Cassidy?
This professional's job is Senior Vice President, Private Banker
What are the profession of Rick?
These person's professions are Executive and Senior Vice President
Where is Rick Cassidy located?
Rick is located in Tampa, Florida.
Does Rick Cassidy have the email address?
ri**@gmail.com and ri**@regions.com is The professional's email address.
Where did Rick Cassidy work?
The professional worked at Hancock Bank, Regions Bank.
What education does Rick Cassidy have?
Rick studied at the University of Stirling from 2011 to 2012.
What are the certifications of Rick Cassidy?
Rick Cassidy received the following certifications: Family Enterprise Advisor Training, Certified Wealth Strategist, and Series 7 and 66 Licenses.
What languages does Rick Cassidy speak?
Rick Cassidy speaks English, Hungarian, and French.