Casey Roberts

Casey Roberts Email and Phone Number

Chief Business Development Officer at Equity Trust Co @ Equity Trust Company
Casey Roberts's Location
Greater Boston, United States, United States
Casey Roberts's Contact Details

Casey Roberts personal email

n/a
About Casey Roberts

Equity Trust is an industry leading self-directed IRA custodian dedicated to providing investors with the ability to diversify their retirement assets across the broad spectrum of alternatives such as real estate, precious metals, crypto currencies and private equity along side traditional assets such as stocks, bonds and mutual funds. As Equity Trust’s Chief Business Development Officer, I am responsible for our sales and marketing efforts. I have over 25 years of experience in developing and leading sales organizations. Responsibilities have included the development of innovative and integrated marketing programs, designed to foster referral generation and investment/insurance product distribution. FINRA licenses 6,63, 7, 24, 65Life and Health state insurance licenses

Casey Roberts's Current Company Details
Equity Trust Company

Equity Trust Company

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Chief Business Development Officer at Equity Trust Co
Website:
trustetc.com
Casey Roberts Work Experience Details
  • Equity Trust Company
    Chief Business Development Officer
    Equity Trust Company Nov 2019 - Present
    Westlake, Ohio, Us
    View
  • Citizens Investment Services
    Director Of Sales - New England
    Citizens Investment Services Feb 2016 - Nov 2019
  • Citizens Investment Services
    Sr.Regional Sales Manager
    Citizens Investment Services Jan 2013 - Nov 2019
    Manage a team of highly capable investment professionals in partnership with retail banking colleagues in our combined efforts to exceed client expectations and deliver sales results.
  • Truebridge Financial Marketing
    Evp, National Sales Manager
    Truebridge Financial Marketing Jan 2012 - Dec 2012
    Plymouth, Massachusetts, Us
    Responsible for the nationwide sales effort of Truebridge Financial Marketing's suite of cross selling products to financial institutions interested in unlocking the potential of their organizations via the web, in their branches or by social media.
    View
  • Sovereign/Santander Insurance Services
    President
    Sovereign/Santander Insurance Services Jun 2008 - Jan 2012
  • Sovereign Bank/ Santander
    Director- Retail Investments
    Sovereign Bank/ Santander Jan 2000 - Jan 2012
    Responsible for the overall growth,direction and management of the retail investment and insurance services group within a $100 billion regional bank. Built program consisting of 160 Financial Consultants, 9 Regional Sales Managers and over 500 Licensed Branch Employees. Grew organization's sales and revenues for 12 consecutive years producing over $60 million in gross revenue and $1.5 billion in packaged product sales in 2011. Managed third party relationships and advanced all aspects of marketing, training, and referral generation strategies designed to overcome cross sell barriers. Provided risk management oversight.
  • Bankboston/Fleet, Boston, Ma
    Regional Sales Director
    Bankboston/Fleet, Boston, Ma 1993 - 1999
    Recruited sales talent: motivated and managed 30 investment professionals. Responsible for the leadership and direction of all investment sales related activities across Massachusetts and New Hampshire.

Casey Roberts Skills

Investments Mutual Funds Financial Services Insurance Series 63 Management Sales Management Finance Series 7 Fixed Annuities Sales Wealth Management Risk Management Sales Presentations Series 6 Retail Banking Fixed Income Public Speaking Relationship Management Employee Training Leadership Retirement Planning Financial Advisory Series 24 Variable Annuities Marketing Mortgage Lending Securities Investment Advisory Retirement 401k Alternative Investments Asset Allocation Series 65 Training And Development Finra

Casey Roberts Education Details

  • Boston College
    Boston College

Frequently Asked Questions about Casey Roberts

What company does Casey Roberts work for?

Casey Roberts works for Equity Trust Company

What is Casey Roberts's role at the current company?

Casey Roberts's current role is Chief Business Development Officer at Equity Trust Co.

What is Casey Roberts's email address?

Casey Roberts's email address is cl****@****ast.net

What schools did Casey Roberts attend?

Casey Roberts attended Boston College.

What skills is Casey Roberts known for?

Casey Roberts has skills like Investments, Mutual Funds, Financial Services, Insurance, Series 63, Management, Sales Management, Finance, Series 7, Fixed Annuities, Sales, Wealth Management.

Who are Casey Roberts's colleagues?

Casey Roberts's colleagues are Brittany Bates, Lily Wong, Sarah Bowens, Luku Paul, Kaylee Loesch, Lorenza Dwight, Andrea Winchell.

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