Kevin Casey
National Sales - Head of Investments and Client Advice at J.P. Morgan Securities | New York, New York, United States
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National Sales - Head of Investments and Client Advice at J.P. Morgan Securities in January 2020 to Present
National Sales - Head of Field Leadership at J.P. Morgan Securities in January 2018 to January 2020
Head of Investment Solutions and Advisory Programs at J.P. Morgan Securities in March 2014 to December 2017
Regional Director at J.P. Morgan Securities in March 2010 to February 2014
Branch Manager - SVP at Morgan Stanley Wealth Management in April 2006 to March 2012
SVP - Head of National Sales & Trading at TD in April 2000 to April 2006
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Villanova University, Bachelor of Arts (B.A.), Political Science/Economics, January 1984 to January 1988
Seton Hall Prep, High School, January 1980 to January 1984
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FINRA
Sales Presentations
Product Selection
Customer Experience
Problem Solving
Coaching
Dynamic Asset Allocation
Client Coverage
New Client Acquisitions
Capital Markets
Presentations
Attention to Detail
Driving Results
Committees
Strategic Planning
Relationship Building
Investment Products
Presentation Skills
Financial Advisory
Recruiting
Management
Investment Management
Leadership
Growth Strategies
Compensation Planning
Business Strategy
Strategic Initiatives
Securities
Equities
Wealth Management
Series 7
Fixed Income
Portfolio Management
New Business Development
Series 63
Hedge Funds
Mutual Funds
Asset Allocation
Alternative Investments
Investments
Asset Management
Financial Services
Finance
Trading
Business Development
Separately Managed Accounts
Unified Managed Accounts
Municipal Bonds
Accredited Investment Fiduciary
Retirement Planning
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What is Kevin Casey email address?
Email Kevin Casey at [email protected]. This email is the most updated Kevin Casey's email found in 2025.
How to contact Kevin Casey?
To contact Kevin Casey send an email to [email protected].
What company does Kevin Casey work for?
Kevin Casey works for J.P. Morgan Securities
What is Kevin Casey's role at J.P. Morgan Securities?
Kevin Casey is National Sales - Head of Investments and Client Advice
What is Kevin Casey's Phone Number?
Kevin Casey's phone (212) ***-*349
What industry does Kevin Casey work in?
Kevin Casey works in the Financial Services industry.
Kevin Casey Email Addresses
Kevin Casey Phone Numbers
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