Michael Casey Email & Phone Number
Wealth Management Advisor
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Michael Casey Location
- Boston, MA, US
Michael Casey Work
- 2008 - now Wealth Management Advisor @ Northwestern Mutual
- 2003 - 2008 Assistant Manager @
Michael Casey Education
- The American College
RICP, CHFC, CLU
2008 - 2016 - UMass Boston
Bachelor of Science (B.S.) (Business Management)
2002 - 2006 - Woodland Park High School 1998 - 2002
- Barnstable West Barnstable
Michael Casey Skills
- Retirement Planning
- Investments
- Customer Service
- Financial Advisory
- Finance
- Microsoft Excel
- Microsoft Office
- Insurance
- Financial Analysis
- Education Savings
- Financial Planning
- Problem Solving
- Marketing
- Risk Management
- Leadership
- Financial Services
- Long-term Care
- Training
- Public Speaking
- Strategic Planning
- Mutual Funds
- Estate Planning
- Planning
- Wealth Management
- Long Term Care
- Science
Michael Casey Summary
- Michael Casey, based in Boston, MA, US, is currently a Wealth Management Advisor at Northwestern Mutual. Michael Casey brings experience from previous roles at T-Mobile. Michael Casey holds a 2008 - 2016 RICP, CHFC, CLU @ The American College. With a robust skill set that includes Retirement Planning, Investments, Customer Service, Financial Advisory, Finance and more.
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