Suzanne Casey Email & Phone Number
Co-Head Wealth Client Group @ Northern Trust Asset Management
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Suzanne Casey Location
- New York, NY, US
Suzanne Casey Work
- 2024 -now Co-Head Wealth Client Group @
- 2021 -2023 Managing Director, Head of Sales and Distribution @
- 2016 -2021 Regional Sales Manager @
- 2009 -2016 Vice President, Client Advisor @
- 2005 -2009 National Sales Manager, Investments and Wealth Management Distribution @
- 1996 -2005 Vice President, Regional Director @
- 1994 -1996 Internal Wholesaler @ Van Kampen American Capital
Suzanne Casey Education
- University of Vermont
Bachelor’s Degree
Suzanne Casey Skills
- Business Relationship Management
- Client Relations
- Sales Management
- Mutual Funds, ETFs, Alternative Investments, Retirement Plans
- Public Speaking
- Consultative Sales
- NASD Series 6,7,24,63,65
- Microsoft Excel
- Wealth Management
- Alternative Investments
- Mutual Funds
- Finance
- Nasd Series 6
- Customer Service
- Retirement Plans
- ETFs
- Strategic Planning
- Leadership
- Sales
- Investments
Suzanne Casey Summary
- Suzanne Casey, based in New York, NY, US, is currently a Co-Head Wealth Client Group at Northern Trust Asset Management. Suzanne Casey brings experience from previous roles at Hilton Capital Management, LLC, Vanguard, J.P. Morgan Asset Management and Merrill Lynch. Suzanne Casey holds a Bachelor’s Degree @ University of Vermont. With a robust skill set that includes Business Relationship Management, Client Relations, Sales Management, Mutual Funds, ETFs, Alternative Investments, Retirement Plans, Public Speaking and more. Suzanne Casey has 3 emails and 2 mobile phone numbers on RocketReach.
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