Casey Keller Email & Phone Number
Senior Vice President, Financial Advisor @ CAPTRUST
5 free lookup(s).
Casey Keller Location
- Boerne, TX, US
Casey Keller Work
- 2021 - now Senior Vice President, Financial Advisor @
- 2019 - 2021 Investment Advisor @ Covenant
- 2012 - 2019 Investment Advisor @ Eggerss Capital Management
- 2010 - 2012 Portfolio Manager @
- 2002 - 2010 Portfolio Manager @
- 1997 - 2002 Customer Service @
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 3 emails and 2 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Ben Goldstein
President
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Wat Keys
VP and Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Will Chitwood
Senior Vice President, Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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