Bryan Casserly Email & Phone Number
Senior Manager, Wealth Management Practice Operations @ Cetera Financial Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Bryan Casserly Location
- Huntington Beach, CA, US
Bryan Casserly Work
- Senior Manager, Wealth Management Practice Operations @ (July 2026 - Present)
Bryan Casserly Education
- California State University, Long Beach
MBA (Finance)
2009-2012 - UC Santa Barbara
BA (Business Economics)
1997-2001
Bryan Casserly Skills
- Bonds
- Financial Advisory
- Series 7
- Analysis
- Investments
- Program Management
- Finance
- Morningstar
- Fixed Annuities
- Market Research
- Indexed Annuities
- Sales
- Contract Negotiation
- Leadership
- Business Strategy
- Requirements Gathering
- Mutual Funds
- Series 24
- Series 63
- Asset Allocation
- Financial Services
- Wealth Management
- Investment Advisory
- Financial Planning
- Portfolio Management
- Microsoft Office
- Project Management
- Banking
- Customer Service
Bryan Casserly Summary
- Bryan Casserly, based in Huntington Beach, CA, US, is currently a Senior Manager, Wealth Management Practice Operations at Cetera Financial Group. Bryan Casserly holds a 2009 - 2012 MBA in Finance @ California State University, Long Beach. With a robust skill set that includes Bonds, Financial Advisory, Series 7, Analysis, Investments and more. Bryan Casserly has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Bryan Casserly?
Find contact details for 700 million professionals.
Others Named Bryan Casserly
Bryan Casserly
Senior Manager, Wealth Management Practice Operations
Huntington Beach, CA, US
Bryan Casserly
Distribution Manager
United States
Top Cetera Financial Group Employees
Prashant Sarode
Managing Director, Head of AI
Charlotte, NC, US
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Rodney Peters
Managing Director, Operations
Arlington, TX, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Michael Durbin
Chief Executive Officer
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co