Casey Donovan Email
Associate Wealth Advisor @ Beacon Pointe
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Casey Donovan Location
- San Diego, CA, US
Casey Donovan Work
- Associate Wealth Advisor @ (April 2025 - Present)
- Senior Client Service Associate @ (April 2024 - April 2025)
- Client Service Associate @ (November 2022 - April 2024)
- Client Associate @ (February 2022 - November 2022)
- Retail Sales Associate @ (September 2021 - December 2021)
Casey Donovan Education
- University of San Diego
Political science (Asian studies)
2017-2021 - Junipero Serra High School, San Mateo, California 2013-2017
Casey Donovan Skills
- Alternative Investments
- Asian Studies
- Business Development
- Chinese
- Chinese Culture
- Chinese Foreign Policy
- Chinese Politics
- Client Relations
- Client Services
- Communication
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Service
- Envestnet | Tamarac Reporting
- Event Planning
- Investment Advisory Services
- Investment Management
- Microsoft Excel
- Political Science
- Problem Solving
- Retirement Planning
- Spanish
- Wealth Management Services
Casey Donovan Summary
- Casey Donovan, based in San Diego, CA, US, is currently a Associate Wealth Advisor at Beacon Pointe. Casey Donovan brings experience from previous roles at Beacon Pointe, BNY Mellon and lululemon. Casey Donovan holds a 2017 - 2021 Political science in Asian studies @ University of San Diego. With a robust skill set that includes Alternative Investments, Asian Studies, Business Development, Chinese, Chinese Culture and more. Casey Donovan has 1 emails on RocketReach.
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