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Casey Hardy Location
Palm Beach Gardens, FL, US
Casey Hardy Work
2023 -now Assistant Vice President, Advisor @
2022 -2023 Senior Advisor Associate @
2020 -2022 Advisor Associate @
2018 -2020 Relationship Specialist @
2017 -2018 Financial Advising Intern @
2016 -2018 Service Manager @
2015 -2016 Teller @
2010 -2015 Bartender @
Casey Hardy Education
University of Central Florida
Bachelor’s Degree (Finance, General)
2015-2018
Palm Beach State College
Associate’s Degree (Finance, General)
2012-2015
Casey Hardy Skills
Microsoft Office
Customer Service
Management
Microsoft Excel
Project Management
Strategic Planning
Leadership
Sales
Microsoft Word
PowerPoint
Asset Allocation
Customer Relationship Management (CRM)
Bloomberg Terminal
RedTail CRM
Betterment
Public Speaking
Social Media
Time Management
Casey Hardy Summary
Casey Hardy, based in Palm Beach Gardens, FL, US, is currently a Assistant Vice President, Advisor at Wealthspire Advisors. Casey Hardy brings experience from previous roles at Wealthspire Advisors, Charles Schwab and Mosaic Wealth Management Group, Inc. Casey Hardy holds a 2015 - 2018 Bachelor’s Degree in Finance, General @ University of Central Florida. With a robust skill set that includes Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management and more. Casey Hardy has 2 emails and 1 mobile phone numbers on RocketReach.
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