Roy Kasten Email & Phone Number
GTM Strategist @ FINNY
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Roy Kasten Location
- New York, NY, US
Roy Kasten Work
- GTM Strategist @ (February 2026 - Present)
- Director of Sales @ (October 2025 - February 2026)
- Strategic Sales Manager, Advisor Custody @ (September 2023 - October 2025)
- Investments Director @ (January 2022 - September 2023)
- Senior Investment Associate @ (December 2018 - March 2022)
- Investment Associate @ (May 2017 - December 2018)
- Assistant Vice President; Financial Advisor @ (October 2015 - May 2017)
- Broker @ Legend Securities, Inc. (September 2014 - September 2015)
- Inside Sales Executive @ (February 2014 - September 2014)
Roy Kasten Education
- University of Delaware
Bachelor of Arts (B.A.)
2009-2013
Roy Kasten Skills
- Cold Calling
- Customer Relations
- Customer Retention
- Financial Analysis
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Sales
- Salesforce.com
Roy Kasten Summary
- Roy Kasten, based in New York, NY, US, is currently a GTM Strategist 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 Cold Calling, Customer Relations, Customer Retention, Financial Analysis, Financial Planning and more. Roy Kasten has 4 emails and 1 mobile phone numbers on RocketReach.
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