Meredith Casey Email & Phone Number
Manager, Client Service @ Focus Partners Wealth
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Meredith Casey Location
- Scottsdale, AZ, US
Meredith Casey Work
- 2026 -now Manager, Client Service @
- 2025 -now Client Service @
- 2021 -2026 Client Service and Operations @
- 2018 -2019 Executive Assistant @
- 2013 -2014 Associate @ Berk Wealth Management
- 2009 -2013 Investor Services @
- 2005 -2009 Investor Relations @ Strategic Value Partners
- 2003 -2005 Associate Manager @
- 2000 -2003 Associate @
- 1997 -2000 Systems Engineer @
Meredith Casey Education
- State University of New York Cortland
BA (Economics)
1992-1996
Meredith Casey Summary
- Meredith Casey, based in Scottsdale, AZ, US, is currently a Manager, Client Service at Focus Partners. Meredith Casey brings experience from previous roles at Focus Partners Wealth, Sonora Investment Management, FocalPoint Wealth Management and Berk Wealth Management. Meredith Casey holds a 1992 - 1996 BA in Economics @ State University of New York Cortland. Meredith Casey has 1 emails and 1 mobile phone numbers on RocketReach.
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