2012 -2026 President and Chief Executive Officer @ Perkins Coie Trust Company, LLC
2006 -2012 Wealth Advisor @
2001 -2006 Relationship Manager @
1999 -2001 Trust Manager @
1997 -1999 Relationship Manager @
1987 -1997 Manager and Project Manager @
1981 -1987 Assistant Treasurer @ Chase Manhattan Private Bank
Patrick Casey Education
St. John's University
Bachelor’s Degree (Finance)
1977-1981
Fairleigh Dickinson University
Master of Business Administration (M.B.A.) (Management)
Patrick Casey Skills
Wealth Management
Asset Managment
Asset Allocation
Investments
Strategic Financial Planning
Retirement Planning
Financial Markets
Wealth
Portfolio Management
Asset Management
Securities
Estate Planning
Leadership
Financial Planning
Banking
Investment Management
Wealth Management Services
Series 7
Patrick Casey Summary
Patrick Casey, based in Seattle, WA, US, is currently a Chief Executive Officer at Perkins Coie Trust Company LLC. Patrick Casey brings experience from previous roles at Perkins Coie Trust Company, LLC, Wells Fargo Private Bank, Bank of America and Merrill Lynch Trust Company. Patrick Casey holds a 1977 - 1981 Bachelor’s Degree in Finance @ St. John's University. With a robust skill set that includes Wealth Management, Asset Managment, Asset Allocation, Investments, Strategic Financial Planning and more. Patrick Casey has 1 emails and 2 mobile phone numbers on RocketReach.
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