Patrick Casey Location
- Seattle, WA, US
Patrick Casey Work
- 2012 - now 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 President and Chief Executive Officer at Perkins Coie Trust Company, LLC. Patrick Casey brings experience from previous roles at Wells Fargo Private Bank, Bank of America, Merrill Lynch Trust Company and Seafirst Bank. 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 2 emails on RocketReach.
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