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
- Senior Vice President, Institutional and Intermediary Sales @ (July 2025 - Present)
- Senior Vice President, Sales, Broker-Dealer, IBD, Private Banks, RIAs, Institutions, Family Offices @ (September 2019 - July 2025)
- Regional Sales Associate- Northern California and North Nevada, Broker Dealer @ (August 2018 - August 2019)
- Assistant Vice President- S.CA, AZ, NM, S.TX, UT @ (March 2012 - August 2018)
- Sales Associate @ (January 2011 - March 2012)
James Casey Education
- W. P. Carey School of Business – Arizona State University
Bachelor of Science - BS (Economics)
2010
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 @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Separately Managed Accounts, Series 65, Asset Allocation, Series 63, Fixed Income and more. James Casey has 3 emails and 2 mobile phone numbers on RocketReach.
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