Casey Roberts Email & Phone Number
Chief Business Development Officer @ Equity Trust Company
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Casey Roberts Location
- Boston, MA, US
Casey Roberts Work
- 2019 -now Chief Business Development Officer @
- 2016 -2019 Director of Sales - New England @
- 2013 -2019 Sr.Regional Sales Manager @
- 2012 -2012 EVP, National Sales Manager @
- 2008 -2012 President @ Sovereign/Santander Insurance Services
- 2000 -2012 Director- Retail Investments @ Sovereign Bank/ Santander
- 1993 -1999 Regional Sales Director @ BankBoston/Fleet, Boston, MA
Casey Roberts Education
- Boston College 1982-1986
Casey Roberts Skills
- Sales Presentations
- Training & Development
- Public Speaking
- Mutual Funds
- Series 7
- Employee Training
- Series 63
- Investments
- Series 6
- Sales
- Sales Management
- Management
- Leadership
- Wealth Management
- 401k
- Insurance
- Risk Management
- Retirement Planning
- Finance
- Financial Advisory
- Marketing
- Alternative Investments
- Mortgage Lending
- Fixed Annuities
- Securities
- Investment Advisory
- Retirement
- Relationship Management
- Asset Allocation
- Series 24
- Financial Services
- Fixed Income
- Retail Banking
- Series 65
- Variable Annuities
- FINRA
- Microsoft Office
- Microsoft Excel
- Portfolio Management
- Account Management
- Training and Development
Casey Roberts Summary
- Casey Roberts, based in Boston, MA, US, is currently a Chief Business Development Officer at Equity Trust Company. Casey Roberts brings experience from previous roles at Citizens Investment Services, Truebridge Financial Marketing and Sovereign/Santander Insurance Services. Casey Roberts holds a 1982 - 1986 Boston College. With a robust skill set that includes Sales Presentations, Training & Development, Public Speaking, Mutual Funds, Series 7 and more. Casey Roberts has 2 emails and 3 mobile phone numbers on RocketReach.
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