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Casey Thompson Location
United States
Casey Thompson Work
Planning Associate @ (May 2026 - Present)
Private Wealth Advisor @ (March 2025 - January 2026)
Financial Advisor @ (June 2022 - March 2025)
Supervisor and Referee @ (September 2018 - May 2020)
Bar Back and Back Server @ Pickett's Village Bar (May 2019 - August 2019)
Waiter and Busser @ (February 2016 - January 2019)
Casey Thompson Education
Rutgers University–New Brunswick
Bachelor's degree (Finance)
Elon University - Martha and Spencer Love School of Business
(Accounting)
Casey Thompson Summary
Casey Thompson, based in United States, is currently a Planning Associate at Legacy Wealth Planning - Northwestern Mutual. Casey Thompson brings experience from previous roles at Lionheart Wealth Management, Northwestern Mutual, Campus Recreation & Wellness at Elon University and Pickett's Village Bar. Casey Thompson holds a Bachelor's degree in Finance @ Rutgers University–New Brunswick. Casey Thompson has 2 emails and 2 mobile phone numbers on RocketReach.
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