Casey Hall Email & Phone Number
Director of Business Consulting @ Financial Resources Group Investment Services, LLC
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Casey Hall Location
- Charlotte, NC, US
Casey Hall Work
- 2025 -now Director of Business Consulting @
- 2023 -2025 Director of Onboarding and Integration @
- 2016 -2023 Senior Vice President, Business Transitions Partners and Business Development @
- 2015 -2016 Vice President, Advisor Learning and Development @
- 2012 -2015 Assistant Vice President, New Client Onboarding @
- 2010 -2012 Senior Project Analyst @
- 2005 -2007 Manager, Broker Support @ UVEST Financial Services
Casey Hall Education
- Hamilton College
Bachelor of Arts - BA (Communication and Psychology)
Casey Hall Skills
- Investments
- Series 7
- Advisor Learning & Development
- Financial Services
- Securities
- FINRA
- Training & Development
- Leadership
- Hold Series 7
- Bank And Credit Union Conversions
- Advisor Transitions
- Advisor Learning And Development
- Training and Development
Casey Hall Summary
- Casey Hall, based in Charlotte, NC, US, is currently a Director of Business Consulting at Financial Resources Group Investment Services, LLC. Casey Hall brings experience from previous roles at Financial Resources Group Investment Services, LLC and LPL Financial. Casey Hall holds a Bachelor of Arts - BA in Communication and Psychology @ Hamilton College. With a robust skill set that includes Investments, Series 7, Advisor Learning & Development, Financial Services, Securities and more. Casey Hall has 2 mobile phone numbers on RocketReach.
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Casey Hall
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Charlotte, NC, US
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