Casey O'Leary's Location
Oconomowoc, WI, US
Casey O'Leary's Work
- President @ Trinity Wealth Management, LLC
- Private Client Advisor @ J.P. Morgan Chase Bank, N.A.
- Financial Advisor @ Financial Services Company
Casey O'Leary's Education
- University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.) (Business Economics Finance)
2000 - 2003
Casey O'Leary's Skills
- Investments
- Insurance
- Wealth Management
- Portfolio Management
- Risk Management
- Mutual Funds
- Series 7
- Management
- Financial Planning
- Retirement Planning
Casey O'Leary's Summary
Casey O'Leary, based in Oconomowoc, WI, US, is currently a President at Trinity Wealth Management, LLC, bringing experience from previous roles at J.P. Morgan Chase Bank, N.A. and Ameriprise Financial Services, Inc.. Casey O'Leary holds a 2000 - 2003 Bachelor of Business Administration (B.B.A.) in Business Economics Finance @ University of Wisconsin-Oshkosh. With a robust skill set that includes Investments, Insurance, Wealth Management, Portfolio Management, Risk Management and more, Casey O'Leary contributes valuable insights to the industry. Casey O'Leary has 2 emails on RocketReach.
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