Rick Cassidy
High Net Worth Client Advisor, Vice President at SunTrust Bank | Tampa, Florida
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High Net Worth Client Advisor, Vice President at SunTrust Bank in January 2014 to Present
Wealth Advisory Associate at Morgan Stanley in January 2013 to January 2014
Private Banker, Vice President at Morgan Stanley in January 2011 to January 2013
Regional Banking Consultant, Vice President at Wells Fargo Advisors in January 2007 to January 2011
Residential Lending Product Specialist, Vice President at Morgan Stanley in January 2006 to January 2007
Branch Manager, Vice President at Mercantile Bank in January 2005 to January 2006
Associate Consultant at OutSell Consulting in January 2004 to January 2005
Branch Manager at Wachovia Bank in January 2002 to January 2004
Investor Services Advisor at Merrill Lynch in January 2001 to January 2002
Financial Advisor at Morgan Stanley in January 1999 to January 2001
International Equity Sales at Rabobank in January 1999 to January 1999
International Equity Sales at HypoVereinsbank - UniCredit Bank AG in January 1998 to January 1998
Marketing Associate at St. James’s Place Wealth Management in January 1997 to January 1998
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University of Vermont, Bachelor of Arts (B.A.),European History,, January 1992 to January 1996
The University of Stirling, Semester Abroad,Scottish History,, January 1995
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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
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Discover more about SunTrust BankWhat is Rick Cassidy email address?
Email Rick Cassidy at [email protected]. This email is the most updated Rick Cassidy's email found in 2026.
What is Rick Cassidy phone number?
Rick Cassidy phone number is 813-545-8517.
How to contact Rick Cassidy?
To contact Rick Cassidy send an email to [email protected]. If you want to call Rick Cassidy try calling on 813-545-8517.
What company does Rick Cassidy work for?
Rick Cassidy works for SunTrust Bank
What is Rick Cassidy's role at SunTrust Bank?
Rick Cassidy is High Net Worth Client Advisor, Vice President
What industry does Rick Cassidy work in?
Rick Cassidy works in the Financial Services industry.
Rick Cassidy Email Addresses
Rick Cassidy Phone Numbers
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