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
- Leadership
- Project Management
- Project Portfolio Management
- Management
- Process Improvement
- Lean Six Sigma
- Negotiation
- Operations Management
- Financial Analysis
- Communication
- Staff Development
- Microsoft Office
- Microsoft Excel
- 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 Leadership, Project Management, Project Portfolio Management, Management, Process Improvement and more. Patrick Casserly has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Sapers & Wallack, Inc. Employees
Aviva Sapers
CEO
Newton, MA, US
Jake Cole
Senior Retirement Relationship Consultant
Boston, MA, US
Kimberly Landry
Director - Insurance Underwriting Advocacy
Newton, MA, US
Lisa Mendis
Client Relationship Coordinator
Boston, MA, US
Amy Paseuth
Investment Associate
Watertown, MA, US
Evan MacEdo
Vice Chair Program Committee
Boston, MA, US
Patrick Bugbee
Director, Executive Benefits Planning and Administration
Cambridge, MA, US
Jordan Smith
Director of Financial Education
United States
Sharon Dicarlo
Sri. Account Executive
Saugus, MA, US
Joseph Campedelli
Wealth Advisor
Cohasset, MA, US
Emma Cullen
Senior Client Relationship Coordinator
Boston, MA, US
Grace Smrek
Client Service Specialist
Boston, MA, US
Ari Sapers-Sydney
Financial Administrative Assistant
Newton, MA, US
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