Kerri Casey Email & Phone Number
Executive Assistant and Director of Client Services and Marketing @ Cross Coastal Advisors
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Kerri Casey Location
- Boston, MA, US
Kerri Casey Work
- 2019 -now Executive Assistant and Director of Client Services and Marketing @
- 2010 -2019 New Business Coordinator @
- 2008 -2010 Teacher @ R&R Consultants
Kerri Casey Education
- New England College
Bachelor of Arts (B.A.) (Literature)
2004-2008 - Fontbonne Boston 2000-2004
Kerri Casey Skills
- Insurance
- Sales
- Disability Insurance
- Customer Service
- Microsoft Office
- Outlook
- Time Management
- Long-term Care
- Life Insurance
- Licensing
- PowerPoint
- Employee Benefits
- Mutual Funds
- Long Term Care Insurance
- Philosophy
- Social Media
- Microsoft Word
- Social Networking
- Microsoft Excel
- Fundraising
- Teaching
- Microsoft Outlook
- Long Term Care
Kerri Casey Summary
- Kerri Casey, based in Boston, MA, US, is currently a Executive Assistant and Director of Client Services and Marketing at Cross Coastal Advisors. Kerri Casey brings experience from previous roles at Commonwealth Financial Group and R&R Consultants. Kerri Casey holds a 2004 - 2008 Bachelor of Arts (B.A.) in Literature @ New England College. With a robust skill set that includes Insurance, Sales, Disability Insurance, Customer Service, Microsoft Office and more. Kerri Casey has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Cross Coastal Advisors Employees
Justin Hayward
Partner
Needham, MA, US
Guy Fodera
Financial Advisor
Boston, MA, US
Steve McGrath
Financial Services
Needham, MA, US
Robert Bourque
Partner, Head of Business Development
Boston, MA, US
Stephen Johnson
Partner
Needham, MA, US
James Masur
Partner
Needham, MA, US
Maureen O'Connell
Director of Operations
Milford, MA, US
Justin Hayward
Partner at Cross Coastal Advisors
Needham, Massachusetts, United States
Erin Piesco
Client Administrative Cordinator
East Bridgewater, MA, US
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