Casey O'Leary Email & Phone Number
President
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Casey O'Leary Location
- Oconomowoc, WI, US
Casey O'Leary Work
- 2014 -now President @ Trinity Wealth Management, LLC
- 2006 -2014 Private Client Advisor @ J.P. Morgan Chase Bank, N.A.
- 2003 -2006 Financial Advisor @
Casey O'Leary Education
- University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.) (Business Economics Finance)
2000-2003
Casey O'Leary Skills
- Investments
- Insurance
- Wealth Management
- Portfolio Management
- Risk Management
- Mutual Funds
- Series 7
- Management
- Financial Planning
- Retirement Planning
- ETFs
- Wealth Management Services
- Registered Investment Advisor
- Investment Advisory
- Investment Management
- 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 Investments, Insurance, Wealth Management, Portfolio Management, Risk Management and more. Casey O'Leary has 1 mobile phone numbers on RocketReach.
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