Robert Casey Email & Phone Number
Co-Founder
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Robert Casey Location
- Philadelphia, PA, US
Robert Casey Work
- 2017 -now Co-Founder @ Casey Light Management, Inc.
- 2017 -now Chief Operating Officer @
- 2015 -2015 Managing Director ( Senior Compliance Officer ) @ CCS
- 2013 -2014 Vice President, Director of Compliance ( Senior Compliance Officer ) @
- 2012 -2013 Assistant Vice President, Compliance ( Senior Compliance Officer ) @
- 2006 -2012 Director, Compliance Assurance and Project Management ( Compliance Officer ) @
- 2004 -2006 Senior Director, Risk Programs ( Risk Officer ) @
- 2003 -2005 Student @
- 2003 -2003 Project Management Director, Regulatory Projects ( Program Manager ) @
- 2002 -2003 Director, Tax Reporting and Control @
- 2001 -2002 Director, Tax Reporting and Compliance @
- 2000 -2001 Senior Tax Manager @
- 1997 -2000 Senior Tax Advisor @
- 1994 -1997 Assistant Vice President and Officer, Administration @ Wells Fargo Advantage Funds (formerly Evergreen Investments / Keystone Investmen
Robert Casey Education
- Springhouse
(Project Management Training)
2016-2016 - University of Connecticut School of Business
MBA (Business Administration)
- University of Massachusetts, Amherst
B.A. (Economics)
Robert Casey Skills
- Risk Management
- Leadership
- Risk Assessment
- Compliance Monitoring
- Analysis
- Vendor Management
- Program Management
- Regulatory Compliance
- Anti Money Laundering
- Compliance Program Management
- Process Improvement
- Executive Management
- Enterprise Risk Management
- GRC
- Management
- Regulatory Examinations
- Governance
- Project Management
- Records Management
- Operational Risk Management
- Internal Controls
- Business Process
- Due Diligence
- Transfer Agent Operations
- Financial Services
- Asset Management
- Mutual Funds
- AML
- FINRA
- Business Process Improvement
- Asset Managment
- Policy
- SEC Regulations
- Continuous Improvement
- Key Performance Indicators
- Policy Administration
- 529 Plans
- Operational Risk
- Financial Reporting
- SDLC
- Operational Controls
- Business Analysis
- Securities
- Data Analysis
- Systems Development Life Cycle
- Investments
- Investment Advisers Act
- Investment Company Act
- Hedge Funds
- Financial Risk
- SEC
- Consulting
- Printing
- Adobe Contribute
- Infrastructure
- Expenses
- Vendors
- Sales
- Consideration
- Compliance Testing
- Policy Development
- Analysts
- Oversight
- Proxy
- Excess
- Literature
- Legal
- Continuous Monitoring
- IT Portfolio
- Assessment
- Design
- Outsourcing
- Funding
- Resume
- Quarterly Reviews
- Steering
- Institutional
- Investment Management
- Keys
- SAR
- Ethics
- Public Speaking
- Human Resources
- Settlement
- Annual Report
- Networking
- Escalation
- Regulatory Documentation
- Manuals
- Responsiveness
- Project Leadership
- New Programs
- Strategy
- Microsoft Office
- Withholding
- Testing
- Readiness
- Deloitte
- Training
- Forensic Analysis
- Enterprise Software
- Documentation
- State Tax
- Service Providers
- Reporting
- Stakeholders
- Task Force
- CIP
- Retail
- Regulatory Analysis
- CCS
- Accountability
- Fidelity
- Client Services
- Schedules
- Helping Clients
- Regulatory Risk
- Cost Savings
- Qr Code Generateur
- Presentation
- Regulatory Requirements
- Operations
- Dealers
- Microsoft Access
- Exceptions
- Checks
- Keystone
- Remediation
- Project
- Statistical Reporting
- Catalyst
- Program Oversight
- Presentations
- Covering
- Internal Audit
- Cco
- Project Teams
- Regulations
- Separate Accounts
- Cross Training
- Code
- Google Groups
- Transparency
- IRS
- Resources
- Tax
- Reviews
- Prevention
- Disclosure
- Deadline Driven
- OFAC
- Qumas
- Wealth Management
- Spotlight
- Compliance
- Annual Reports
- Securities And Exchange Commission
- Analytical Skill
- Xpress
- Agents
- Matrices
- Task Management
- Risk
- Trading
- Tax Reporting
- Summit
- Risk Assessmnet
- Mandates
- Code Coverage
- Gaps
- DBMS
Robert Casey Summary
- Robert Casey, based in Philadelphia, PA, US, is currently a Co-Founder at Casey Light Management, Inc.. Robert Casey brings experience from previous roles at Mobile High 5 - MMS Marketing and SMS Marketing, CCS and Hartford Funds. Robert Casey holds a 2016 - 2016 Springhouse. With a robust skill set that includes Risk Management, Leadership, Risk Assessment, Compliance Monitoring, Analysis and more. Robert Casey has 4 emails and 3 mobile phone numbers on RocketReach.
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