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Casey Conley Location
Quincy, MA, US
Casey Conley Work
2021 -now Vice President @
2015 -2021 Wealth Management Professional @
2013 -2015 Registered Client Service Associate @
2013 -2013 Financial Specialist @
2012 -2013 Personal Banking Representative I @
2011 -2011 USIS Finance Intern @ State Street Corporation
2008 -2008 Salesman @
2006 -2008 Instructor @ O'sullivan Hockey Camp
Casey Conley Education
University of Massachusetts at Amherst Eugene M. Isenberg School of Management
Bachelor of Science (Resource Economics; Managerial Economics)
2008-2012
University of Massachusetts, Amherst
Minor (Information Technology)
2008-2012
Casey Conley Skills
Banking
Finance
Credit
Portfolio Management
Investments
Loans
Microsoft Excel
Microsoft Word
Outlook
Sales
Retirement Planning
Financial Services
Mutual Funds
Series 63
Investment Banking
Series 7
Financial Analysis
Customer Service
Microsoft Office
Financial Planning
Accounting
Management
Project Management
Training
Casey Conley Summary
Casey Conley, based in Quincy, MA, US, is currently a Vice President at Goldman Sachs. Casey Conley brings experience from previous roles at Goldman Sachs, Morgan Stanley Wealth Management and Santander Bank, N.A.. Casey Conley holds a 2008 - 2012 Bachelor of Science in Resource Economics; Managerial Economics @ University of Massachusetts at Amherst Eugene M. Isenberg School of Management. With a robust skill set that includes Banking, Finance, Credit, Portfolio Management, Investments and more. Casey Conley has 1 emails and 1 mobile phone numbers on RocketReach.
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