Casey Jackson Email & Phone Number
Senior Financial Planning and Analysis @ Sound Community Bank
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Casey Jackson Location
- Seattle, WA, US
Casey Jackson Work
- Senior Financial Planning and Analysis @ (March 2023 - Present)
- Sr. Financial Analyst and Financial Operations Lead @ Laird Norton Wealth Management (December 2020 - August 2022)
- Sr. Financial Analyst and Director of Operations @ Filament LLC (June 2019 - December 2020)
- Financial Analyst and Reporting Supervisor @ Laird Norton Wealth Management (January 2012 - December 2019)
Casey Jackson Education
- University of Washington
Bachelor of Arts, Economics
Casey Jackson Skills
- Financial Reporting
- Financial Analysis
- Cross-functional Collaborations
- Strategic Insights
- Investment Management
- Account Management
- Variance Analysis
- Auditing
- Financial Advisory
- Customer Experience
- Business Strategy
- Communication
- Presentation Skills
- Project Management
- Customer Relationship Management (CRM)
- Analytical Skills
- Leadership
- Accounting
- Financial Services
- International Business
- Quantitative Analytics
- Internal Controls
- Regulatory Compliance
- Budget Development
- Portfolio Management
- Business Insights
- Market Analysis
- Economic Data Analysis
- Cash Flow Management
- Compliance Management
- Financial Audits
- Revenue Analysis
- Cost Management
- Financial Forecasting
- Operations Management
- Continuous Improvement
- Financial Performance Improvement
- Alternative Investments
- Financial Structuring
- Risk Analysis
- Investment Strategies
- Investments
- Capital Markets
- Performance Reporting
- Managed Accounts
- Separately Managed Accounts
- Trusts
- Trust Management
- Asset Management
- Asset Allocation
Casey Jackson Summary
- Casey Jackson, based in Seattle, WA, US, is currently a Senior Financial Planning and Analysis at Sound Community Bank. Casey Jackson brings experience from previous roles at Laird Norton Wealth Management and Filament LLC. Casey Jackson holds a Bachelor of Arts, Economics @ University of Washington. With a robust skill set that includes Financial Reporting, Financial Analysis, Cross-functional Collaborations, Strategic Insights, Investment Management and more. Casey Jackson has 2 emails and 2 mobile phone numbers on RocketReach.
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Clark Sterling
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Christian Fobian
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Kirkland, WA, US
Lirio Perez
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