Casey Palmer's Location
Minneapolis, MN, US
Casey Palmer's Work
- EPM and Analytics Solutions Specialist @ Alithya
- Investment Advisor @ Marks Group Wealth Management
- Financial Advisor @ Merrill Lynch
- Client Service Coordinator @ Financial Services Company
Casey Palmer's Education
- University of Minnesota-Twin Cities
(Business, Management, Marketing, and Related Support Services)
Casey Palmer's Skills
- Leadership
- Series 63
- Investments
- Business Analysis
- Asset Allocation
- Investment Advisory
- Series 7
- Securities
- Mutual Funds
Casey Palmer's Summary
Casey Palmer, based in Minneapolis, MN, US, is currently a EPM and Analytics Solutions Specialist at Alithya, bringing experience from previous roles at Marks Group Wealth Management, Merrill Lynch and Ameriprise Financial Services, Inc.. Casey Palmer holds a University of Minnesota-Twin Cities. With a robust skill set that includes Leadership, Series 63, Investments, Business Analysis, Asset Allocation and more, Casey Palmer contributes valuable insights to the industry. Casey Palmer has 1 email and 1 mobile phone number on RocketReach.
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