Casey Thompson Email & Phone Number
Planning Associate @ Legacy Wealth Planning - Northwestern Mutual
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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 Skills
- Accounting
- Communication
- Customer Satisfaction
- Data Analysis
- Team Motivation
- Teamwork
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. With a robust skill set that includes Accounting, Communication, Customer Satisfaction, Data Analysis, Team Motivation and more. Casey Thompson has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Casey Thompson?
Find contact details for 700 million professionals.
Top Legacy Wealth Planning - Northwestern Mutual Employees
Casey Thompson
Planning Associate
United States
Sydney Singh
Partner and Private Wealth Advisor
Bedminster Township, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co