Casey Smith
HR/Compliance Associate at Johnson Financial Group, LLC | Denver, Colorado, United States
Casey Smith’s Email & Phone Number
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HR/Compliance Associate at Johnson Financial Group, LLC in September 2022 - Present
Client Liaison at Johnson Financial Group, LLC in December 2014 - September 2018
Sales Coordinator at WHV Investment Management in January 2014 - December 2014
Marketing, Scheduling and Expense Processing Assistant at Paragon Planners in January 2006 - January 2008
Calculation Analyst at Oracle in March 2004 - June 2005
Contract and Billing Specialist for the Southwest and the Northeast Regions at PeopleSoft in March 2004 - April 2005
Personal Banking Officer at Bank of Cherry Creek in June 2003 - March 2004
Personal Banking Officer at Wells Fargo Bank in November 2001 - June 2003
University of Kansas, Bachelor of Arts (B.A.)
JFG Family Office is a Denver-based boutique family office and wealth management firm that started as a private investment company for its founding family. JFG is unique because its clients are able to invest alongside its founding family, and the firm offers private investment opportunities to its clients that they otherwise might not be able to access.
Discover more about Johnson Financial Group, LLC
Principal, Johnson Financial Group, LLC
Member at CFA Society of Colorado
(January 2004 – Present)
Client Advisor at Johnson Financial Group, LLC
Client Advisor at Johnson Financial Group, LLC
(May 2024 – Present)
Investment Operations Analyst at Johnson Financial Group, LLC
Investment Operations Analyst at Johnson Financial Group, LLC
(May 2021 – Present)
Director of Operations
Director of Operations at Johnson Financial Group, LLC
(July 2022 – Present)
Senior Financial Planner at Johnson Financial Group, LLC
Senior Financial Planner at Johnson Financial Group, LLC
(January 2015 – Present)
Part-Time Law Student at the Sturm College of Law and Financial Advisor at Johnson Financial Group LLC
Financial Advisor at Johnson Financial Group, LLC
(March 2021 – Present)
What is Casey Smith email address?
Email Casey Smith at [email protected] and [email protected]. This email is the most updated Casey Smith's email found in 2026.
What is Casey Smith phone number?
Casey Smith phone number is 9705654142.
How to contact Casey Smith?
To contact Casey Smith send an email to [email protected] or [email protected]. If you want to call Casey Smith try calling on 9705654142.
What company does Casey Smith work for?
Casey Smith works for Johnson Financial Group, LLC.
What is Casey Smith's role at Johnson Financial Group, LLC?
Casey Smith is HR/Compliance Associate
What industry does Casey Smith work in?
Casey Smith works in the Financial Services industry.
