Bob Casey
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Bob Casey Email & Phone Number

Managing Director, Technology Investment Banking at Moelis & Company at Moelis & Company
Location: Charlotte, North Carolina, United States 8 work roles 2 schools
1 work email found @moelis.com 4 phones found area 410, 404, 800, and 609 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email b****@moelis.com
Direct phone (410) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director, Technology Investment Banking at Moelis & Company
Location
Charlotte, North Carolina, United States

Who is Bob Casey? Overview

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Quick answer

Bob Casey is listed as Managing Director, Technology Investment Banking at Moelis & Company at Moelis & Company, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at moelis.com, phone signal with area code 410, 404, 800, 609, and a matched LinkedIn profile for Bob Casey.

Bob Casey previously worked as Managing Director, Technology Investment Banking at Moelis & Company and Senior Managing Director at SVB Securities at Svb Securities. Bob Casey holds Mba from Mit Sloan School Of Management.

Company email context

Email format at Moelis & Company

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{first}.{last}@moelis.com
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AeroLeads found 1 current-domain work email signal for Bob Casey. Compare company email patterns before reaching out.

Profile bio

About Bob Casey

Bob Casey is a Managing Director at Moelis & Company, where he provides financial and strategic advice to clients in the enterprise software sector. In his nearly 30 years of experience in the technology industry, Bob has built extensive relationships with industry leaders and financial sponsors. He has advised on a broad range of mandates including M&A, debt financing and equity capital markets transactions across the application and infrastructure software sectors.Prior to joining Moelis & Company, Bob was a Senior Managing Director at SVB Securities. He previously held leadership roles as Co-Head of Software Investment Banking at UBS and Head of Software Investment Banking at Suntrust Robinson Humphrey. Bob also held roles in technology and software investment banking at Sagent Advisors, Wachovia Securities and Broadview International. He began his career as a strategy consultant advising telecommunications clients at Dean & Company.Bob holds a B.S. in Industrial Management from Carnegie Mellon University and an M.B.A. from the Sloan School of Management at the Massachusetts Institute of Technology (MIT).

Listed skills include Restaurants, Hospitality, Menu Development, Real Estate Transactions, and 67 others.

Current workplace

Bob Casey's current company

Company context helps verify the profile and gives searchers a useful next step.

Moelis & Company
Moelis & Company
Managing Director, Technology Investment Banking at Moelis & Company
AeroLeads page
8 roles

Bob Casey work experience

A career timeline built from the work history available for this profile.

Managing Director, Technology Investment Banking

Current

New York, Ny, Us

Apr 2023 - Present

Senior Managing Director At Svb Securities

Boston, Ma, Us

Aug 2021 - Apr 2023

Managing Director, Co-Head Of Software Investment Banking, Americas

Ubs

Zurich, Ch

Mar 2019 - Aug 2021

Managing Director, Head Of Software & Systems Investment Banking

Atlanta, Georgia, Us

Jun 2013 - Mar 2019

Principal, Software & Systems

Sagent Advisors
Apr 2009 - Jun 2013

Vice President, Software & Systems Investment Banking

San Francisco, California, Us

Mar 2002 - Apr 2009

Analyst, Strategy Consulting

Mclean, Va, Us

Jul 1995 - Aug 1998
2 education records

Bob Casey education

Mba

Mit Sloan School Of Management

Bs

Carnegie Mellon University
FAQ

Frequently asked questions about Bob Casey

Quick answers generated from the profile data available on this page.

What company does Bob Casey work for?

Bob Casey works for Moelis & Company.

What is Bob Casey's role at Moelis & Company?

Bob Casey is listed as Managing Director, Technology Investment Banking at Moelis & Company at Moelis & Company.

What is Bob Casey's email address?

AeroLeads has found 1 work email signal at @moelis.com for Bob Casey at Moelis & Company.

What is Bob Casey's phone number?

AeroLeads has found 4 phone signal(s) with area code 410, 404, 800, 609 for Bob Casey at Moelis & Company.

Where is Bob Casey based?

Bob Casey is based in Charlotte, North Carolina, United States while working with Moelis & Company.

What companies has Bob Casey worked for?

Bob Casey has worked for Moelis & Company, Svb Securities, Ubs, Suntrust Robinson Humphrey, and Sagent Advisors.

How can I contact Bob Casey?

You can use AeroLeads to view verified contact signals for Bob Casey at Moelis & Company, including work email, phone, and LinkedIn data when available.

What schools did Bob Casey attend?

Bob Casey holds Mba from Mit Sloan School Of Management.

What skills is Bob Casey known for?

Bob Casey is listed with skills including Restaurants, Hospitality, Menu Development, Real Estate Transactions, Construction, Team Building, Strategic Planning, and Catering.

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