Roy Kasten Email & Phone Number
Senior Account Executive @ FINNY
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Roy Kasten Location
- New York, NY, US
Roy Kasten Work
- 2026 -now Senior Account Executive @
- 2025 -2026 Director of Sales @
- 2023 -2025 Strategic Sales Manager, Advisor Custody @
- 2022 -2023 Investments Director @
- 2018 -2022 Senior Investment Associate @
- 2017 -2018 Investment Associate @
- 2015 -2017 Assistant Vice President; Financial Advisor @
- 2014 -2015 Broker @ Legend Securities, Inc.
- 2014 -2014 Inside Sales Executive @
Roy Kasten Education
- University of Delaware
Bachelor of Arts (B.A.)
2009-2013
Roy Kasten Skills
- Customer Retention
- High Net Worth Individuals
- Customer Relations
- Salesforce.com
- Financial Analysis
- Financial Services
- Sales
- Financial Planning
- Cold Calling
Roy Kasten Summary
- Roy Kasten, based in New York, NY, US, is currently a Senior Account Executive at FINNY. Roy Kasten brings experience from previous roles at TIFIN, Betterment and EquityZen. Roy Kasten holds a 2009 - 2013 Bachelor of Arts (B.A.) @ University of Delaware. With a robust skill set that includes Customer Retention, High Net Worth Individuals, Customer Relations, Salesforce.com, Financial Analysis and more. Roy Kasten has 4 emails and 1 mobile phone numbers on RocketReach.
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