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
- 2024 -now Financial Advisor - Retirement Plan Specialist I @
- 2022 -2023 Portfolio Analyst @ Claraphi Advisory Network
- 2022 -2022 Senior Specialist, Alternative Investments and Due Diligence @
- 2019 -2022 Brokerage Ops Analyst - Alternative Investments @
- 2017 -2019 Investment Portfolio Services Specialist @
- 2015 -2017 Senior Resource Specialist @
- 2013 -2015 New Client Development Group @
- 2010 -2013 Assistant Manager @
- 2013 -2013 Financial Representative @
- 2009 -2010 Sales Associate @
- 2007 -2009 Management Trainee @
Casey Walters Education
- Bellevue University
Bachelor of Science (BS) (Business)
2012-2013
Casey Walters Skills
- Life Insurance
- Insurance
- Employee Benefits
- Series 7
- Series 63
- Series 65
- Professional Selling Skills trained (PSS)
- Customer Service
- Leadership
- Sales
- Team Building
- Public Speaking
- Investments
- Financial Services
- Series 24
- Finance
- 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 Life Insurance, Insurance, Employee Benefits, Series 7, Series 63 and more. Casey Walters has 3 emails and 2 mobile phone numbers on RocketReach.
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