Casey King Email & Phone Number
Senior Audit Manager, Wealth Management @ Trustmark Bank
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Casey King Location
- Collierville, TN, US
Casey King Work
- 2022 -now Senior Audit Manager, Wealth Management @
- 2021 -2022 Vice President, Senior Wealth Compliance Officer @
- 2014 -2021 Vice President, Senior Audit Consultant @
- 2013 -2014 Trust and Estate Administration Officer @
- 2010 -2013 First Vice President, Accounting Officer (Financial Reporting Manager) @
- 2004 -2009 Vice President, Fund Administrator (Financial Reporting Manager) @
- 2000 -2004 Associate Vice President, Internal Auditor @
Casey King Education
- Cannon Financial Institute
(Trust Audit, Compliance & Risk Management)
2014-2015 - University of Memphis 1998-2000
Casey King Skills
- Mutual Funds & Investments
- Financial & SEC Reporting
- Internal Audit & SOX Internal Control Testing
- Regulatory Compliance
- Strategic Financial Planning
- Project Management
- Risk Management
- Due Diligence
- Corporate Governance
- Business Technical Writing
- Leadership & Employee Relations
- Investor Relations
- Outstanding Customer Service
- FINRA Series 7 General Securities Representative
- FINRA Series 99 Operations Professional
- Mutual Funds
- Series 7
- Investments
- Customer Service
- Finance
- Capital Markets
- Internal Controls
- Mergers & Acquisitions
- Financial Analysis
- Portfolio Management
- Securities
- Accounting
- Sarbanes-Oxley Act
- Auditing
- Equities
- Financial Risk
- SEC filings
- Insurance
- Compliance
- Financial Planning
- Internal Audit And Sox Internal Control Testing
- Audit
- Financial And Sec Reporting
- Sarbanes Oxley Act
- Mergers and Acquisitions
- Mutual Funds And Investments
- Leadership And Employee Relations
Casey King Summary
- Casey King, based in Collierville, TN, US, is currently a Senior Audit Manager, Wealth Management at Trustmark Bank. Casey King brings experience from previous roles at First Horizon Advisors, First Horizon Bank, Baker Donelson and Morgan Keegan & Company. Casey King holds a 2014 - 2015 Cannon Financial Institute. With a robust skill set that includes Mutual Funds & Investments, Financial & SEC Reporting, Internal Audit & SOX Internal Control Testing, Regulatory Compliance, Strategic Financial Planning and more. Casey King has 1 emails and 3 mobile phone numbers on RocketReach.
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