Emily Casey's Location
Charlotte, NC, US
Emily Casey's Work
- Senior Financial Planner @ Archer Investment Management
- Wealth Planner @ NFP
- Director of Sales - Retirement @ Principal Financial Group
- Benefit and Planning Counselor @ Principal Financial Group
- Retirement Plans Manager @ Sage Rutty & Co., Inc
Emily Casey's Education
- State University of New York College at Geneseo
B.S. Business Administration (Business Administration and Management, General)
2004 - 2007
Emily Casey's Skills
- Series 63
- Financial Advisory
- Certified Financial
- Public Speaking
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Nys Life Accident and Health
- Investments
Emily Casey's Summary
Emily Casey, based in Charlotte, NC, US, is currently a Senior Financial Planner at Archer Investment Management, bringing experience from previous roles at NFP, Principal Financial Group and Sage Rutty & Co., Inc. Emily Casey holds a 2004 - 2007 B.S. Business Administration in Business Administration and Management, General @ State University of New York College at Geneseo. With a robust skill set that includes Series 63, Financial Advisory, Certified Financial, Public Speaking, Insurance and more, Emily Casey contributes valuable insights to the industry. Emily Casey has 1 email on RocketReach.
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