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
- Co-Head Wealth Client Group @ (January 2024 - Present)
- Managing Director, Head of Sales and Distribution @ (October 2021 - July 2023)
- Regional Sales Manager @ (February 2016 - October 2021)
- Vice President, Client Advisor @ (November 2009 - January 2016)
- National Sales Manager, Investments and Wealth Management Distribution @ (January 2005 - January 2009)
- Vice President, Regional Director @ (November 1996 - January 2005)
- Internal Wholesaler @ Van Kampen American Capital (January 1994 - January 1996)
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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