Casey O'Donnell Email & Phone Number
CVP, Sales Desk Manager for Investments, LTC, and IDI @ New York Life
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Casey O'Donnell Location
- New York, NY, US
Casey O'Donnell Work
- 2026 -now CVP, Sales Desk Manager for Investments, LTC, and IDI @
- 2023 -now Senior Solutions Consultant @
- 2023 -2026 Senior Representative, Investments, External Solutions Consultant @
- 2022 -2023 Senior Representative, Investments, Divisional Product Consultant @
- 2022 -2023 Senior Solutions Consultant @
- 2019 -2022 Senior Solutions Consultant @
- 2019 -2022 Senior Representative, Investments, Virtual Product Consultant @
- 2016 -2019 Senior Solutions Consultant @
- 2016 -2019 Senior Representative, Investments, Internal Product Consultant @
- 2013 -2016 Vice President of Sales Division @
- 2016 -2016 Private Client Associate @ Randstad Staffing (Wells Fargo Advisors)
- 2013 -2015 Vice President Marketing @ MacroVest Strategies- Family Office
- 2011 -2012 Investment Associate @
- 2011 -2012 Investment Executive @
- 2007 -2011 Business specialist @
Casey O'Donnell Education
- Lynn University
Master of Business Administration (M.B.A.) (Stock analysis, Portofolio Analysis and Management, Valuation, M&A activity)
2010-2012 - Lynn University
Bachelor of science (Business Administration and Management, General)
2006-2010 - Canterbury School 2002-2006
- Lynn University
Bachelor of Science (Business Administration and Management, General)
- Lynn University
Master of Business Administration (Finance, General)
Casey O'Donnell Skills
- Alternative Investments
- Adobe Acrobat
- Crd
- Sales
- Business Networking
- Secondary Offerings
- Natural Gas
- Biotechnology
- Mentoring
- Finance
- Convert
- Executive Positions
- Cost Effective
- Client Accounts
- Business Administration
- Strategic Financial Planning
- Sales and Marketing
- Temporary Placement
- Legal
- Management
- Simulations
- Insurance Planning
- Aggregate
- Statistics
- CRM
- RIA
- Allocations
- Series 63
- PowerPoint
- Accounting
- Westport
- Pipe
- Salesforce.com
- Delegation
- Valuation
- Financial Planning
- Photoshop
- Networking
- Portfolio Management
- Capital Markets
- Forecasting
- Bloomberg
- Performance Appraisal
- Reports
- Supervision
- Family Office
- Strategies
- Microsoft Office
- Microsoft Excel
- Quantitative Finance
- Private Equity
- Conferences
- Research
- Probability Theory
- Advertising Agency
- Producing
- Wells Fargo
- Spectrum
- Communication
- MVS
- Technical Support
- Pages
- Investment Banking
- IPO
- Presentations
- Computer Proficiency
- Synchronization
- iWork
- Modern Portfolio Theory
- International
- Portfolio
- Private Clients
- Tax
- Investments
- Retail Sales Analysis
- Referrals
- Equities
- Mutual Funds
- Outlook
- Microsoft Word
- Investment Strategies
- Alternative Assets
- Pharmaceutics
- Asset
- Theory
- Platforms
- Due Diligence
- Trading
- Meetings
- Keynote
- Series 7
- Securities
- Apple
Casey O'Donnell Summary
- Casey O'Donnell, based in New York, NY, US, is currently a CVP, Sales Desk Manager for Investments, LTC, and IDI at New York Life. Casey O'Donnell brings experience from previous roles at New York Life. Casey O'Donnell holds a 2010 - 2012 Master of Business Administration (M.B.A.) in Stock analysis, Portofolio Analysis and Management, Valuation, M&A activity @ Lynn University. With a robust skill set that includes Alternative Investments, Adobe Acrobat, Crd, Sales, Business Networking and more. Casey O'Donnell has 3 emails on RocketReach.
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