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Alex Casale Location
Rochester, NY, US
Alex Casale Work
2025 -now Founder and Financial Advisor @
2019 -now Financial Advisor @
2021 -now National Social Security Advisor Certificate Holder @
2018 -2019 Investment Advisor Representative @
2015 -2018 Branch Manager @
2014 -2015 Assistant Manager - New Rep Development @ First Investors
2010 -2014 Financial Services Representative @ First Investors
Alex Casale Education
Binghamton University
Honors BA (Economics)
2006-2010
Alex Casale Skills
Wealth Management Services
Retirement Income Strategies
Retirement Planning
Insurance
Asset Allocation
Alex Casale Summary
Alex Casale, based in Rochester, NY, US, is currently a Founder and Financial Advisor at Ammerly Advisors. Alex Casale brings experience from previous roles at Cetera Investors and Foresters Financial. Alex Casale holds a 2006 - 2010 Honors BA in Economics @ Binghamton University. With a robust skill set that includes Wealth Management Services, Retirement Income Strategies, Retirement Planning, Insurance, Asset Allocation and more. Alex Casale has 1 emails and 1 mobile phone numbers on RocketReach.
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