James Casey Email & Phone Number
Senior Vice President, Institutional and Intermediary Sales @ Rockefeller Capital Management
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James Casey Location
- Phoenix, AZ, US
James Casey Work
- 2025 - now Senior Vice President, Institutional and Intermediary Sales @
- 2019 - 2025 Senior Vice President, Sales, Broker-Dealer, IBD, Private Banks, RIAs, Institutions, Family Offices @
- 2018 - 2019 Regional Sales Associate- Northern California and North Nevada, Broker Dealer @
- 2012 - 2018 Assistant Vice President- S.CA, AZ, NM, S.TX, UT @
- 2011 - 2012 Sales Associate @
James Casey Education
- Arizona State University - W. P. Carey School of Business
Bachelor of Science - BS (Economics)
James Casey Skills
- Separately Managed Accounts
- Series 65
- Asset Allocation
- Series 63
- Fixed Income
- Economics
- Certified Financial Planner
- Series 7
- Finance
- Investments
- Alternative Investments
- Unit Investment Trusts
- Uniform Combined State Law
- Closed-end Funds
- Mutual Funds
James Casey Summary
- James Casey, based in Phoenix, AZ, US, is currently a Senior Vice President, Institutional and Intermediary Sales at Rockefeller Capital Management. James Casey brings experience from previous roles at Smead Capital Management, Guggenheim Partners, Nuveen Investments and Franklin Templeton. James Casey holds a Bachelor of Science - BS in Economics @ Arizona State University - W. P. Carey School of Business. With a robust skill set that includes Separately Managed Accounts, Series 65, Asset Allocation, Series 63, Fixed Income and more. James Casey has 2 emails and 2 mobile phone numbers on RocketReach.
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