Eric Casey Email & Phone Number
Vice Presidents - Investments @ Wells Fargo Advisors
5 free lookup(s).
Eric Casey Location
- Cincinnati, OH, US
Eric Casey Work
- 2026 - now Vice Presidents - Investments @
- 2018 - now Vice President - Client Advisor @
- 2011 - 2017 Sr. Regional V.P. @
- 1996 - 2011 Regional Director - Wholesale Distribution @
- 1994 - 1996 Financial Advisor @
- 1990 - 1994 Asst. V.P. - Energy Banking @ Chemical Bank - Texas Commerce Bank (subsidiary)
Eric Casey Education
- Bates College 1981 - 1992
- SMU Cox School of Business
M.B.A.
1989 - 1990 - Trinity University 1983 - 1985
Eric Casey Skills
- Portfolio Management
- Finance
- Alternative Investments
- Mutual Funds
- Series 7
- Asset Allocation
- Series 63
- Asset Management
- Wealth Management
- Hedge Funds
- Investments
- Securities
- Investment Strategies
- ETFs
- Series 65
- Investment Advisory
- Equities
- Fixed Income
- Investment Management
- Series 6
Eric Casey Summary
- Eric Casey, based in Cincinnati, OH, US, is currently a Vice Presidents - Investments at Wells Fargo Advisors. Eric Casey brings experience from previous roles at Huntington Private Bank, SALIENT PARTNERS, L.P, UBS Global Asset Management and UBS Wealth Management. Eric Casey holds a 1981 - 1992 Bates College. With a robust skill set that includes Portfolio Management, Finance, Alternative Investments, Mutual Funds, Series 7 and more. Eric Casey has 4 emails and 1 mobile phone numbers on RocketReach.
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