Casey Franz Email & Phone Number
Managing Director Head of Platforms and Capabilities for Merrill Lynch Wealth Management @ Bank of America Merrill Lynch
Casey Franz's Location
Hopewell, NJ, US
Casey Franz's Work
- Managing Director Head of Platforms and Capabilities for Merrill Lynch Wealth Management @ Bank of America Merrill Lynch
- Managing Director Head of Paycheck Protection Program (PPP) Forgiveness and SBA Loan Review @ Bank of America
- Managing Director Operations Optimization @ Bank of America Merrill Lynch
- Director GWIM Service Network Investments and Digital @ Bank of America Merrill Lynch
- Director - COO of GWIM Banking, Brokerage Operations and Client Services @ Bank of America Merrill Lynch
- Director of Wealth Management Credit and Banking Products @ Bank of America Merrill Lynch
- Vice President Product Manager- GlobalCurrency @ Morgan Stanley
- Vice President Banking Product Strategy @ Morgan Stanley
- Finance Manager @ Morgan Stanley
- Risk Management Analyst @ GE Capital
Casey Franz's Education
- VIRGINIA TECH, Commonwealth
Honors; B.S (Finance; Accounting, Global Business)
1997 - 2001 - Virginia Polytechnic Institute and State University - Pamplin College of Business
BS (Finance)
1997 - 2001
Casey Franz's Skills
- Financial Modeling
- Financial Analysis
- Risk Management
- Strategic Financial Planning
- Strategy
- Banking
- Product Management
- Valuation
- Mergers
- Finance
Casey Franz's Summary
Casey Franz, based in Hopewell, NJ, US, is currently a Managing Director Head of Platforms and Capabilities for Merrill Lynch Wealth Management at Bank of America Merrill Lynch, bringing experience from previous roles at Bank of America and Bank of America Merrill Lynch. Casey Franz holds a 1997 - 2001 Honors; B.S in Finance; Accounting, Global Business @ VIRGINIA TECH, Commonwealth. With a robust skill set that includes Financial Modeling, Financial Analysis, Risk Management, Strategic Financial Planning, Strategy and more, Casey Franz contributes valuable insights to the industry. Casey Franz has 1 email and 1 mobile phone number on RocketReach.
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