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Chris Casey

National Accounts Manager @ Advent Software

Chris Casey Contact Details

Park City, Utah
National Accounts Manager @ Advent Software
Financial Advisor @ Merrill Lynch

Chris is the founder and CEO of WealthTechs Inc. based in Oceanside California. WealthTechs invented the platform which seamlessly integrates start of day portfolio management and end of day trade settlement data with over 100 leading global custodians and the most widely used CRM, portfolio, trading, analytics, attribution, manager universe and market data systems. Prior to 

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