Casey N. Abbott

Casey N. Abbott Email and Phone Number

Managing Director, Blue Ocean Companies, LLC @ Blue Ocean Companies, LLC
Casey N. Abbott's Location
San Antonio, Texas, United States, United States
About Casey N. Abbott

Casey N. Abbott is a Managing Director, Blue Ocean Companies, LLC at Blue Ocean Companies, LLC.

Casey N. Abbott's Current Company Details
Blue Ocean Companies, LLC

Blue Ocean Companies, Llc

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Managing Director, Blue Ocean Companies, LLC
Casey N. Abbott Work Experience Details
  • Blue Ocean Companies, Llc
    Managing Director
    Blue Ocean Companies, Llc Oct 2024 - Present
    We simplify complexity and provide clarity. Blue Ocean was founded to provide an effective way for busy entrepreneurs to prioritize and execute on their succession, exit, key employee retention and estate planning goals.Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), a registered investment adviser with the SEC. LSA and LSF do not provide tax or legal advice. Blue Ocean Companies, LLC and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
    View
  • Nationwide
    Nationwide Advisory Life Wholesaler
    Nationwide Sep 2022 - Oct 2024
    Us
    View
  • Lombard International Group
    Managing Director-Individual Sales
    Lombard International Group Apr 2018 - Nov 2020
    London, England, Gb
    View
  • Tiaa
    Director Investment Product Sales
    Tiaa Oct 2012 - Apr 2018
    New York, Ny, Us
    View
  • Minnesota Life
    Regional Vice President
    Minnesota Life Apr 2011 - Oct 2012
  • American General
    Marketing Consultant
    American General Dec 2006 - Mar 2011
  • Summit Financial Group
    Director Of Investment Services
    Summit Financial Group Nov 2005 - Nov 2006
    Dallas, Texas, Us
    View
  • U.S. Advisor
    Internal Wholesaler
    U.S. Advisor Jun 2005 - Nov 2005
  • Metlife Investors
    Internal Wholesaler
    Metlife Investors May 2004 - Jun 2005
    New York, Ny, Us
    View

Casey N. Abbott Education Details

  • St. Mary'S University
    St. Mary'S University
    Corporate Financial Management

Frequently Asked Questions about Casey N. Abbott

What company does Casey N. Abbott work for?

Casey N. Abbott works for Blue Ocean Companies, Llc

What is Casey N. Abbott's role at the current company?

Casey N. Abbott's current role is Managing Director, Blue Ocean Companies, LLC.

What schools did Casey N. Abbott attend?

Casey N. Abbott attended St. Mary's University.

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