Casey McCarthy Email & Phone Number
Executive Vice President and Director of Business Development @ EIP Corp.
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Casey McCarthy Location
- Overland Park, KS, US
Casey McCarthy Work
- Executive Vice President and Director of Business Development @ (March 2021 - Present)
- Vice President, Regional Retirement Consultant @ (May 2019 - January 2021)
- Vice President, DCIO Sales @ (January 2014 - April 2019)
- Vice President, Business Development @ (May 2011 - December 2013)
- Vice President and Manager, Value Added Sales @ (January 2008 - May 2011)
- Vice President, Financial Advisor Consultant @ (March 1998 - December 2007)
- Retirement Plan Specialist @ (February 1994 - March 1998)
- Customer Service Representative @ (May 1992 - February 1994)
Casey McCarthy Education
- University of Arizona
Bachelor of Arts (Economics & Communication)
1987-1992
Casey McCarthy Skills
- Mutual Funds
- Series 63
- Asset Allocation
- Series 6
- Investments
- Wealth Management
- Retirement Planning
- Investment Strategies
- Strategic Planning
- Securities
- Investment Advisory
- Alternative Investments
- 401k
- FINRA
- Fixed Income
- Series 7
- Investment Management
- Equities
- Financial Advisory
- 401(k) Retirement Savings Plans
Casey McCarthy Summary
- Casey McCarthy, based in Overland Park, KS, US, is currently a Executive Vice President and Director of Business Development at EIP Corp.. Casey McCarthy brings experience from previous roles at American Century Investments. Casey McCarthy holds a 1987 - 1992 Bachelor of Arts in Economics & Communication @ University of Arizona. With a robust skill set that includes Mutual Funds, Series 63, Asset Allocation, Series 6, Investments and more. Casey McCarthy has 3 emails and 1 mobile phone numbers on RocketReach.
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