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
- Chief Business Development Officer @ (November 2019 - Present)
- Director of Sales - New England @ Citizens Investment Services (February 2016 - November 2019)
- Sr.Regional Sales Manager @ Citizens Investment Services (January 2013 - November 2019)
- EVP, National Sales Manager @ (January 2012 - December 2012)
- President @ Sovereign/Santander Insurance Services (June 2008 - January 2012)
- Director- Retail Investments @ Sovereign Bank/ Santander (January 2000 - January 2012)
- Regional Sales Director @ BankBoston/Fleet, Boston, MA (January 1993 - January 1999)
Casey Roberts Education
- Boston College 1982-1986
Casey Roberts Skills
- 401k
- Alternative Investments
- Asset Allocation
- Employee Training
- FINRA
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Fixed Income
- Insurance
- Investment Advisory
- Investments
- Leadership
- Management
- Marketing
- Mortgage Lending
- Mutual Funds
- Public Speaking
- Relationship Management
- Retail Banking
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Presentations
- Securities
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
- Training & Development
- Variable Annuities
- Wealth Management
- 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 401k, Alternative Investments, Asset Allocation, Employee Training, FINRA and more. Casey Roberts has 2 emails and 3 mobile phone numbers on RocketReach.
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