Casey Jorgensen Email & Phone Number
Chief Growth Officer @ Cyndeo Wealth Partners
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Casey Jorgensen Location
- Saint Petersburg, FL, US
Casey Jorgensen Work
- Chief Growth Officer @ (August 2026 - Present)
- Director, Relationship Management and Head of DIAL, Dynasty Service Team @ (February 2025 - Present)
- Head of the Dynasty Institute for Adaptive Leadership (DIAL), Dynasty Service Team @ (February 2024 - March 2025)
- Senior Vice President, Relationship Management, Dynasty Service Team @ (February 2023 - February 2024)
- Vice President, Relationship Management, Dynasty Enterprise Group @ (November 2020 - February 2023)
- Business Development Strategist, PCG Education and Practice Management @ (December 2019 - November 2020)
- Senior Consultant, PCG Succession and Acquisition Planning @ (October 2018 - December 2019)
- Consultant, PCG Succession and Acquisition Planning @ (January 2017 - October 2018)
- Client Specialist, Private Wealth Management @ (May 2014 - January 2017)
Casey Jorgensen Education
- Furman University
Bachelor of Arts (B.A.) (Business Administration)
2010-2014 - St. Petersburg Catholic High School 2006-2010
Casey Jorgensen Summary
- Casey Jorgensen, based in Saint Petersburg, FL, US, is currently a Chief Growth Officer at Cyndeo Wealth Partners. Casey Jorgensen brings experience from previous roles at Dynasty Financial Partners. Casey Jorgensen holds a 2010 - 2014 Bachelor of Arts (B.A.) in Business Administration @ Furman University. Casey Jorgensen has 2 emails and 1 mobile phone numbers on RocketReach.
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Casey Jorgensen
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