Eric Casey Email & Phone Number
Vice Presidents - Investments @ Wells Fargo Advisors
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Eric Casey Location
- Cincinnati, OH, US
Eric Casey Work
- Vice Presidents - Investments @ (January 2026 - Present)
- Vice President - Client Advisor @ (March 2018 - January 2026)
- Sr. Regional V.P. @ (February 2011 - July 2017)
- Regional Director - Wholesale Distribution @ (August 1996 - January 2011)
- Financial Advisor @ (January 1994 - January 1996)
- Asst. V.P. - Energy Banking @ Chemical Bank - Texas Commerce Bank (subsidiary) (September 1990 - July 1994)
Eric Casey Education
- Bates College 1981-1992
- SMU Cox School of Business
M.B.A.
1989-1990 - Trinity University
Bachelor of Arts - BA (English)
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 3 emails and 1 mobile phone numbers on RocketReach.
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