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Casey Allison Location
Roswell, GA, US
Casey Allison Work
Product Development @ (January 2022 - Present)
Regional Sales @ (May 2020 - January 2022)
Director of Investment Strategies @ Bryant, Carroll & Associates (February 2016 - May 2020)
Associate @ (March 2014 - February 2016)
Investment Analyst @ (January 2013 - March 2014)
Investment Analyst @ CPC Advisors, Raymond James (January 2008 - January 2013)
Investment Consultant @ (January 2007 - January 2008)
Retirement Advisor @ (January 2004 - January 2007)
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 Business 1998-2002
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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