Robert Casale Email & Phone Number
Vice President, Financial Advisor @ Personal Capital
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Robert Casale Location
- South Salem, NY, US
Robert Casale Work
- 2020 -now Vice President, Financial Advisor @
- 2019 -2020 Licensed Agent @
- 2019 -2020 Financial Advisor @
- 2015 -2019 Vice President, Private Client Advisor @
- 2011 -2015 Financial Advisor @
- 2009 -2010 Global Wealth Management Intern @
Robert Casale Education
- RU 2011
-
Bachelors (Economics)
2007-2011 - Boonton High School 2003-2007
Robert Casale Skills
- Business Strategy
- Microsoft Office
- Business Development
- Trading
- Business Analysis
- Microsoft Excel
- Banking
- Vendor Management
- Risk Management
- Finance
- Financial Analysis
- Recruiting
- Financial Services
- Equities
Robert Casale Summary
- Robert Casale, based in South Salem, NY, US, is currently a Vice President, Financial Advisor at Personal Capital. Robert Casale brings experience from previous roles at New York Life Insurance Company, Nylife Securities LLC, Jpmorgan Chase & Co. and Merrill Lynch. Robert Casale holds a RU. With a robust skill set that includes Business Strategy, Microsoft Office, Business Development, Trading, Business Analysis and more. Robert Casale has 1 emails and 4 mobile phone numbers on RocketReach.
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