Jennifer Casey Email & Phone Number

Senior Wealth Management Operations Specialist @ Eaton Vance WaterOak Advisors (Past)

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Jennifer Casey Location

Boston, MA, US

Jennifer Casey Work

2020 - 2022 Senior Wealth Management Operations Specialist @ Eaton Vance WaterOak Advisors
2016 - 2020 Manager of Operations and Administration @ Eaton Vance WaterOak Advisors
2015 - 2020 Administrative Manager @ Eaton Vance

2012 - 2015 Portfolio Administrator @ Eaton Vance
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2006 - 2011 Retirement Plans Administrator @ The CGM Funds
2006 - 2011 Senior Portfolio Administrator @ The CGM Funds

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Jennifer Casey Education

The George Washington University
Bachelor of Arts (B.A.) (English)
2000 - 2004
Boston Latin School

Jennifer Casey Skills

Retirement Planning
Bloomberg
Customer Service

Investments
Management
Mutual Funds

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Jennifer Casey Summary

Jennifer Casey, based in Boston, MA, US, was previously a Senior Wealth Management Operations Specialist at Eaton Vance WaterOak Advisors. Jennifer Casey brings experience from previous roles at Eaton Vance WaterOak Advisors, Eaton Vance and The CGM Funds. Jennifer Casey holds a 2000 - 2004 Bachelor of Arts (B.A.) in English @ The George Washington University. With a robust skill set that includes Retirement Planning, Bloomberg, Customer Service, Investments, Management and more. Jennifer Casey has 1 emails on RocketReach.

Jennifer Casey Emails

Found 1 emails

@gmail.com

Jennifer Casey Phone Numbers

Found 1 phone numbers

203265XXXX

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