2019 -
2019 Director of National Accounts and DCIO Sales, SVP @
2018 -
2019 Director of National Accounts @
2013 -
2018 Vice President, National Accounts @
2010 -
2013 Regional Vice President @
2008 -
2010 Financial Planning Consultant @
2007 -
2008 Associate Financial Advisor @
2007 -
2007 Intern @
Casey Ahern Education
The University of Alabama 2014
-
2016
University of South Florida 2004
-
2008
Casey Ahern Skills
Series 7
Strategic Financial Planning
Asset Managment
Financial Advisory
Wealth Management
Mutual Funds
Insurance
Investment Advisory
Series 63
Retirement Planning
Alternative Investments
Investment Strategies
FINRA
Series 65
Finance
Retirement
Asset Allocation
Financial Services
Asset Management
Securities
401k
High Net Worth Individuals
Equities
Series 24
Portfolio Management
Investments
Fixed Income
Separately Managed Accounts
Hedge Funds
Investment Management
IRAs
ETFs
Estate Planning
Wealth
Financial Planning
PowerPoint
High Net Worth
Strategic Planning
Separately Managed
See 20+see Less
Strategic Financial
Marketing
Research
Casey Ahern Summary
Casey Ahern, based in Tampa, FL, US, is currently a CFO and Partner at I.C.I. Group of Companies. Casey Ahern brings experience from previous roles at Ahern Investment Group, LLC, Crossmark Global Investments, Inc. and Raymond James Investment Management. Casey Ahern holds a 2014 - 2016 The University of Alabama. With a robust skill set that includes Series 7, Strategic Financial Planning, Asset Managment, Financial Advisory, Wealth Management and more. Casey Ahern has 2 emails and 1 mobile phone numbers on RocketReach.
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