Casey Allison Location
Roswell, GA, US
Casey Allison Work
- 2022 - now Product Development @ Voya Investment Management
- 2020 - 2022 Regional Sales @ Voya Investment Management
- 2016 - 2020 Director of Investment Strategies @ Bryant, Carroll & Associates
- 2014 - 2016 Associate @ Mercer
- 2013 - 2014 Investment Analyst @ Sullivan & Schlieman Wealth Management, LLC
- 2008 - 2013 Investment Analyst @ CPC Advisors, Raymond James
- 2007 - 2008 Investment Consultant @ Merrill Lynch
- 2004 - 2007 Retirement Advisor @ Merrill Lynch
Casey Allison Education
- University of Georgia - Terry College of Business
Master of Business Administration (M.B.A.)
2015 - 2017 - Georgia State University
(Marketing)
2002 - 2004 - University of Georgia - Terry College of Business1998 - 2002
Casey Allison Skills
- Mutual Funds
- Investments
- Series 7
- Retirement Planning
- Due Diligence
- Series 63
- Portfolio Strategy
Casey Allison Summary
Casey Allison, based in Roswell, GA, US, is currently a Product Development at Voya Investment Management. Casey Allison brings experience from previous roles at Voya Investment Management, Bryant, Carroll & Associates, Mercer - Investments and Sullivan & Schlieman Wealth Management, LLC. Casey Allison holds a 2015 - 2017 Master of Business Administration (M.B.A.) @ University of Georgia - Terry College of Business. With a robust skill set that includes Mutual Funds, Investments, Series 7, Retirement Planning, Due Diligence and more. Casey Allison has 1 emails and 1 mobile phone numbers on RocketReach.
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