Casey Hardy Email & Phone Number
Assistant Vice President, Advisor @ Wealthspire Advisors
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Casey Hardy Location
- Palm Beach Gardens, FL, US
Casey Hardy Work
- Assistant Vice President, Advisor @ (March 2023 - Present)
- Senior Advisor Associate @ (March 2022 - March 2023)
- Advisor Associate @ (July 2020 - March 2022)
- Relationship Specialist @ (June 2018 - July 2020)
- Financial Advising Intern @ (November 2017 - April 2018)
- Service Manager @ (August 2016 - January 2018)
- Teller @ (November 2015 - June 2016)
- Bartender @ (September 2010 - July 2015)
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 2 mobile phone numbers on RocketReach.
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Top Wealthspire Advisors Employees
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Eric Sontag
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Donna Levy
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Jonathan Bernstein
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Michael Lamena
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Martha Staniford
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