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Casey Green Location
United States
Casey Green Work
Client Service Specialist @ (July 2026 - Present)
Summit Fund: Managing Director and Senior Investment Analyst (Technology Sector) @ (December 2025 - May 2026)
Junior Portfolio Manager and Investment Analyst (Financials Sector) @ (August 2025 - December 2025)
NYSE Summer Externship @ (July 2025 - July 2025)
Financial Services Intern @ (February 2025 - June 2025)
Sole Proprietor @ Circle C Sports Summer Camp (June 2023 - July 2023)
Casey Green Education
Colorado State University College of Business
Bachelor of Business Administration - BBA (Finance, General)
2022-2026
Casey Green Skills
Communication
Customer Service
Team Leadership
Casey Green Summary
Casey Green, based in United States, is currently a Client Service Specialist at Luminate, A private wealth advisory practice of Ameriprise Financial Services, L. Casey Green brings experience from previous roles at Colorado State University College of Business, NYSE and JBS. Casey Green holds a 2022 - 2026 Bachelor of Business Administration - BBA in Finance, General @ Colorado State University College of Business. With a robust skill set that includes Communication, Customer Service, Team Leadership and more. Casey Green has 1 mobile phone numbers on RocketReach.
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