Casey Keller Email & Phone Number
Senior Vice President, Financial Advisor @ CAPTRUST
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Casey Keller Location
- Boerne, TX, US
Casey Keller Work
- Senior Vice President, Financial Advisor @ (September 2021 - Present)
- Investment Advisor @ Covenant (May 2019 - September 2021)
- Investment Advisor @ Eggerss Capital Management (June 2012 - May 2019)
- Portfolio Manager @ (January 2010 - June 2012)
- Portfolio Manager @ (September 2002 - January 2010)
- Customer Service @ (May 1997 - May 2002)
Casey Keller Education
- The University of Texas at Austin
BA (Economics)
1999-2002 - Round Rock High School 1994-1997
Casey Keller Skills
- Alternative Investments
- Wealth Management
- Investment Strategies
- Risk Management
- Private Banking
- Economics
- Bonds
- Fixed Income
- Asset Allocation
- Financial Analysis
- Asset Managment
- Equities
- Hedge Funds
Casey Keller Summary
- Casey Keller, based in Boerne, TX, US, is currently a Senior Vice President, Financial Advisor at CAPTRUST. Casey Keller brings experience from previous roles at Covenant, Eggerss Capital Management, Broadway Bank and Wells Fargo. Casey Keller holds a 1999 - 2002 BA in Economics @ The University of Texas at Austin. With a robust skill set that includes Alternative Investments, Wealth Management, Investment Strategies, Risk Management, Private Banking and more. Casey Keller has 2 emails and 4 mobile phone numbers on RocketReach.
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