Casey Mason Email & Phone Number
Head of Investment Bank Trading Operations @ Texas Capital Bank
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Casey Mason Location
- Texas, United States
Casey Mason Work
- 2022 -now Head of Investment Bank Trading Operations @
- 2023 -now Chief Financial Officer @
- 2024 -now Managing Member @
- 2021 -2022 Operations Manager - Settlements @
- 2021 -2021 Director of Continuous Improvement @
- 2019 -2021 Service Team Manager @
- 2018 -2019 Service Team Manager @
- 2017 -2018 Operations Surveillance Analyst @
- 2016 -2017 Manager, New Accounts and Transfer of Assets @
- 2014 -2016 Regulatory Principal Consultant @
- 2012 -2014 Operations Manager @
- 2006 -2012 Authorized Officer, Operations Manager @
- 2006 -2006 Senior Registered Account Administrator @ Wachovia Securities
- 2004 -2006 Associate Financial Advisor @
- 2002 -2004 Financial Advisor Trainee @
- 2001 -2002 Branch Operations Manager @ RBC Dain Rauscher
- 1997 -2001 Operations Manager @
Casey Mason Education
- Naveen Jindal School of Management, UT Dallas
Bachelor of Science (BS), Business Administration (Business Administration, Phi Theta Kappa Honor Society, Beta Gamma Sigma)
2016 - Deer Park High School 1994
- San Jacinto College
Associate of Arts (AA) (Business Administration)
Casey Mason Skills
- Financial Services
- Management
- Series 63
- Series 7
- Microsoft Office
- Risk Management
- Leadership
- Operations Management
- Financial Advisory
- Operational Efficiency
- Operational Risk Management
- Series 65
- CRM
- Series 24
- FINRA
- Compliance
- Change Management
- Six Sigma
- Series 9/10
- Series 3
- Microsoft CRM
- ACT!
- Mac OS
- SOX Compliancy
- Sarbanes-Oxley Act
- Lean Management
- SQL
- SAP ERP
- Bank Secrecy Act
- USA PATRIOT Act
- Microsoft Dynamics GP
- SharePoint
- Securities
- Portfolio Management
- Investments
- Fixed Income
- Financial Analysis
- Finance
- Equities
- Syndicate
- Sarbanes Oxley Act
- IPO
- Software Lifecycle
- Aa
- Net
- General Securities Principal
- Resource Allocation
- Funding
- Executive Positions
- Policies and Procedures
- Efficiencies
- Accounting
- FX Options
- Gamma
- Capital
- CMS
- Branch Banking
- Handling Money
- Project Planning
- Responsibility
- Communication
- Internal Audit
- Business Analysis
- Commodities
- Editing
- Aol
- System Monitoring
- Proposing
- Project
- Mason
- Pharmaceutical Industry
- Lean Manufacturing
- Cross Border
- Complaints
- General Securities Sales Supervisor
- Technology Implementation
- Regulations
- Settlement
- Futures
- Support Staff
- Payments
- Ticketing
- SAP
- Customer Retention
- Policy
- Business Administration
- Trading
- Business Process Re Engineering
- Coordinated
- Rule 144
- Dallas
- Risk Assessment
- Cost
- Business Units
- Auditing
- Data Management
- Texas
- Strategy
- ERP
- Asset Allocation
- Sales
- Regulatory Requirements
- Customer Service
- SAN
- Black Belt
- Operations
- Legal
- Supervision
- Honor
- PowerPoint
- House
- Issue Resolution
- Licensing
- Human Resources
- Operational Issues
- Great Plains Software
- International Operations
- Financials
- Data Analysis
Casey Mason Summary
- Casey Mason, based in Texas, United States, is currently a Head of Investment Bank Trading Operations at Texas Capital Bank. Casey Mason brings experience from previous roles at Tip of The Spear Landmine Removal Inc., CMason Holdings LLC, Hilltop Securities Inc. and Wentworth Management Services. Casey Mason holds a Bachelor of Science (BS), Business Administration in Business Administration, Phi Theta Kappa Honor Society, Beta Gamma Sigma @ Naveen Jindal School of Management, UT Dallas. With a robust skill set that includes Financial Services, Management, Series 63, Series 7, Microsoft Office and more. Casey Mason has 4 emails and 2 mobile phone numbers on RocketReach.
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