Rick Cassidy

Rick Cassidy

Senior Vice President, Private Wealth Advisor
Tampa, Florida, United States

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Work Experience

U.S. Bank

Senior Vice President, Private Wealth Advisor

2023-01-01 - Present

Hancock Whitney

Senior Vice President, Private Banker

2019-11-01 - 2023-01-01

Regions Bank

Vice President, Wealth Advisor

2016-01-01 - 2019-01-01

SunTrust

Vice President, Client Advisor

2014-01-01 - 2016-01-01

Morgan Stanley

Vice President, Private Banker/Wealth Advisory Associate

2011-01-01 - 2014-01-01

Skills

assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services banks & credit unions

Languages

English