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Casey Arundel Location
Atlanta, GA, US
Casey Arundel Work
2025 -now Managing Director @
2015 -2025 Financial Advisor @
2012 -2015 Financial Advisor @
2010 -2012 Financial Analyst @
2004 -2011 Analyst and Associate @
Casey Arundel Education
Georgia Institute of Technology
Bachelor's Degree (Business - Finance and Marketing)
2003-2007
Marist School
High School
2003
Casey Arundel Skills
Microsoft Office
Microsoft Word
Research
Business Analysis
Accounting
Customer Service
Wealth Management
Returns
Alternative Investments
New York City
Client Contact
Market
Branch Management
Waterfall
Retirement Income Strategies
Overseeing
Expenses
Sales
Slides
Net
Cost
Fee
Market Research
Performance Metrics
Finance
Honor
Return on Investment
Client Accounts
Entrepreneurship
Liability
Steel Detailing
Data Conversion
Trend
Management
Revenue
Identifying Trends
Peachtree
Small Business Retirement Planning
Calls
Funding
Key Performance Indicators
Metrics
Hedge Funds
Investment Management
Aid
Dealing
PowerPoint
Publications
Face to Face
Financial Forecasting
Philanthropy
Swimming
Financials
Georgia
Profit
Valuation
Budget Models
Financial Planning
Retirement Planning
Networking
Portfolio Management
Forecasting
Volunteering
Atlanta
Differentiation
Sage Act
Asset Allocation
Reports
Futures
Strategy
Balance Sheet
Inventory
Visual Basic
Capitalization
Tables
Navision
Microsoft Excel
Financial Goals
Asset Management
Training
Certified Financial Planner
Performance Engineering
Solution
Conferences
Streamline
Product Development
Corporate Performance
American
Portfolio Managers
System Monitoring
Stock Market Analysis
Reporting
Roll
Venture Capital
Board of Directors
Analysis
Diving
P&l
Infinium
Query Analyzer
Cash Flow
Fixed Income
Option Pricing Models
C
Coordination
Moving
STAR
Financial Modeling
Yard Work
Advertising
Retirement Plan Consulting
Strategic Planning
Values
HTML
Marketing
Philosophy
QuickBooks
Data Driven Testing
SQL
Succession Planning
Pipelining
Analytics
Basketball
Data Operations
Data Migration
Presentations
Consumer Behaviour
Fact
Business Units
Commodity Markets
CRO
Google Groups
Portfolio
Analytical Models
Managed Futures
Army
Tenants
Graphics
Warehousing
New York
Investments
Financial Services
Equities
Mutual Funds
Business Planning
Securities
Investment Strategies
Proposal Writing
Cash
Asset
Financial Analysis
Platforms
Accounting Applications
Budgets
Financial Reporting
Client Solutions
Risk
Trading
Problem Solving
Conceptual Modeling
Meetings
Marketing Strategy
Supply Chain
Coordinated
Databases
Casey Arundel Summary
Casey Arundel, based in Atlanta, GA, US, is currently a Managing Director at Arkadios Capital. Casey Arundel brings experience from previous roles at UBS Wealth Management, Merrill Lynch, Cardlytics, Inc. and Morgan Stanley. Casey Arundel holds a 2003 - 2007 Bachelor's Degree in Business - Finance and Marketing @ Georgia Institute of Technology. With a robust skill set that includes Microsoft Office, Microsoft Word, Research, Business Analysis, Accounting and more. Casey Arundel has 1 emails and 2 mobile phone numbers on RocketReach.
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