Casey Walters Email & Phone Number
Financial Advisor - Retirement Plan Specialist I @ Transamerica
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Casey Walters Location
- Council Bluffs, IA, US
Casey Walters Work
- Financial Advisor - Retirement Plan Specialist I @ (February 2024 - Present)
- Portfolio Analyst @ Claraphi Advisory Network (September 2022 - August 2023)
- Senior Specialist, Alternative Investments and Due Diligence @ (January 2022 - May 2022)
- Brokerage Ops Analyst - Alternative Investments @ TD Ameritrade (January 2019 - January 2022)
- Investment Portfolio Services Specialist @ TD Ameritrade (August 2017 - January 2019)
- Senior Resource Specialist @ TD Ameritrade (August 2015 - August 2017)
- New Client Development Group @ TD Ameritrade (January 2013 - August 2015)
- Assistant Manager @ (March 2010 - January 2013)
- Financial Representative @ (January 2013 - January 2013)
- Sales Associate @ (November 2009 - March 2010)
- Management Trainee @ (January 2007 - November 2009)
Casey Walters Education
- Bellevue University
Bachelor of Science (BS) (Business)
2012-2013
Casey Walters Skills
- Alternative Investments
- Analytical Skills
- Client Services
- Communication
- Customer Service
- Data Analysis
- Employee Benefits
- Equities
- Finance
- Financial Analysis
- Financial Services
- Insurance
- Interpersonal Skills
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Mutual Funds
- Problem Solving
- Professional Selling Skills trained (PSS)
- Public Speaking
- Sales
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Team Building
- Teamwork
- Training
- Wealth Management
- professional selling skills
- Professional Selling Skills Trained Pss
- Professional Selling Skills Trained
Casey Walters Summary
- Casey Walters, based in Council Bluffs, IA, US, is currently a Financial Advisor - Retirement Plan Specialist I at Transamerica. Casey Walters brings experience from previous roles at Claraphi Advisory Network, Schwab Charitable and TD Ameritrade. Casey Walters holds a 2012 - 2013 Bachelor of Science (BS) in Business @ Bellevue University. With a robust skill set that includes Alternative Investments, Analytical Skills, Client Services, Communication, Customer Service and more. Casey Walters has 1 emails and 2 mobile phone numbers on RocketReach.
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