Casey Stevenson Email & Phone Number
CEO @ Axim Planning & Wealth
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Casey Stevenson Location
- Cincinnati, OH, US
Casey Stevenson Work
- 2024 -now CEO @
- 2023 -2024 Partner @ Northpointe Wealth Management
- 2014 -2023 Financial Consultant @ Wells Fargo Advisors
- 2009 -2014 DayTrader @ DayTrader
- 2008 -2009 Sales Representative @ The C. W. Zumbiel
- 2006 -2008 Project Manager @
- 2003 -2005 Intern @
Casey Stevenson Education
- -
Specialties: Highly motivated (versatile, and client-focused sales professional with four years of relationship building experience. Especially passionate about delivering unique, tailored solutions to difficult and complex client scenarios.)
2001-2006 - Wright State University
Bachelor of Arts (BA) (Mass Communication/Media Studies)
2006
Casey Stevenson Skills
- Retirement Planning
- Roth IRA
- Financial Services
- Wealth Preservation Planning
- 401k Rollovers
- Account Management
- Sales
- Budgets
- Analysis
- Time Management
- PowerPoint
- Marketing
- New Business Development
- Point of Purchase
- Advisement
- Contract Negotiation
- Consulting
- 401k
- Sales Operations
- Project Management
- Finance
- Selling
Casey Stevenson Summary
- Casey Stevenson, based in Cincinnati, OH, US, is currently a CEO at Axim Planning & Wealth. Casey Stevenson brings experience from previous roles at Northpointe Wealth Management, Wells Fargo Advisors, DayTrader and The C. W. Zumbiel. Casey Stevenson holds a 2001 - 2006 Specialties: Highly motivated in versatile, and client-focused sales professional with four years of relationship building experience. Especially passionate about delivering unique, tailored solutions to difficult and complex client scenarios. @ -. With a robust skill set that includes Retirement Planning, Roth IRA, Financial Services, Wealth Preservation Planning, 401k Rollovers and more. Casey Stevenson has 3 emails and 2 mobile phone numbers on RocketReach.
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