Casey O'Leary Email & Phone Number
President
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Casey O'Leary Location
- Oconomowoc, WI, US
Casey O'Leary Work
- President @ Trinity Wealth Management, LLC (September 2014 - Present)
- Private Client Advisor @ J.P. Morgan Chase Bank, N.A. (March 2006 - September 2014)
- Financial Advisor @ (January 2003 - January 2006)
Casey O'Leary Education
- University of Wisconsin–Oshkosh
Bachelor of Business Administration (B.B.A.) (Business Economics Finance)
2000-2003
Casey O'Leary Skills
- ETFs
- Financial Planning
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Registered Investment Advisor
- Retirement Planning
- Risk Management
- Series 7
- Wealth Management
- Wealth Management Services
- Leadership
- Public Speaking
- Business Development
- Community Health
- Strategy
- Microsoft Access
- Sales Executive
Casey O'Leary Summary
- Casey O'Leary, based in Oconomowoc, WI, US, is currently a President at Trinity Wealth Management, LLC. Casey O'Leary brings 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 ETFs, Financial Planning, Insurance, Investment Advisory, Investment Management and more. Casey O'Leary has 1 mobile phone numbers on RocketReach.
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