Patrick Casserly Email & Phone Number
Vice President - Corporate Retirement Plans @ Sapers & Wallack, Inc.
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Patrick Casserly Location
- Boston, MA, US
Patrick Casserly Work
- Vice President - Corporate Retirement Plans @ (February 2025 - Present)
- Relationship Manager - Retirement Plans @ (August 2021 - February 2025)
- Managing Director @ (November 2019 - August 2021)
- General Management Apprentice @ (July 2017 - November 2019)
- Paralegal Manager @ (January 2015 - July 2017)
- Paralegal Manager @ (September 2011 - December 2014)
- Paralegal II @ (July 2010 - September 2011)
- Paralegal I @ (December 2007 - July 2010)
- Legal Secretary @ (March 2007 - December 2007)
Patrick Casserly Education
- Questrom School of Business, Boston University
Master of Business Administration (M.B.A.)
2017 - University of Massachusetts Amherst
Bachelor of Arts (B.A.)
2007
Patrick Casserly Skills
- 401(k) Retirement Savings Plans
- Business Process Improvement
- Communication
- Financial Analysis
- Financial Planning
- Investments
- Leadership
- Lean Six Sigma
- Management
- Microsoft Excel
- Microsoft Office
- Negotiation
- Operations Management
- Process Improvement
- Project Management
- Project Portfolio Management
- Staff Development
- Engineering
Patrick Casserly Summary
- Patrick Casserly, based in Boston, MA, US, is currently a Vice President - Corporate Retirement Plans at Sapers & Wallack, Inc.. Patrick Casserly brings experience from previous roles at SFP Wealth, Fidelity Investments and Resolute Management, Inc.. Patrick Casserly holds a Master of Business Administration (M.B.A.) @ Questrom School of Business, Boston University. With a robust skill set that includes 401(k) Retirement Savings Plans, Business Process Improvement, Communication, Financial Analysis, Financial Planning and more. Patrick Casserly has 1 emails and 1 mobile phone numbers on RocketReach.
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