Chief Business Development Officer
Current
Nov 2019 - Present
AeroLeads people directory · profile
Casey Roberts Email & Phone Number
Chief Business Development Officer at Equity Trust Co
at
Equity Trust Company
1 work email found
@trustetc.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Business Development Officer at Equity Trust Co
Location
Greater Boston, United States
Who is Casey Roberts? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Casey Roberts is listed as Chief Business Development Officer at Equity Trust Co at Equity Trust Company, based in Greater Boston, United States. AeroLeads shows a work email signal at trustetc.com and a matched LinkedIn profile for Casey Roberts.
Casey Roberts previously worked as Chief Business Development Officer at Equity Trust Company and Director of Sales - New England at Citizens Investment Services. Casey Roberts studied at Boston College.
Company email context
Email format at Equity Trust Company
This section adds company-level context without repeating Casey Roberts's masked contact details.
croberts@trustetc.com
79% confidence
AeroLeads found 1 current-domain work email signal for Casey Roberts. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Investments, Mutual Funds, Financial Services, Insurance, and 32 others.
Current workplace
Casey Roberts's current company
Company context helps verify the profile and gives searchers a useful next step.
Equity Trust Company
Website
AeroLeads page
7 roles · 34 years
Casey Roberts work experience
A career timeline built from the work history available for this profile.
Director Of Sales - New England
Citizens Investment Services
Feb 2016 - Nov 2019
Sr.Regional Sales Manager
Citizens Investment Services
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.
Jan 2013 - Nov 2019
Evp, National Sales Manager
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.
Jan 2012 - Dec 2012
President
Sovereign/Santander Insurance Services
Jun 2008 - Jan 2012
Director- Retail Investments
Sovereign Bank/ Santander
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.
Jan 2000 - Jan 2012
Regional Sales Director
Bankboston/Fleet, Boston, Ma
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.
1993 - 1999
~6 yrs
Team & coworkers
Colleagues at Equity Trust Company
Other employees you can reach at trustetc.com. View company contacts →
KD
Kurt Devries
Colleague at Equity Trust CompanySeattle, Washington, United States
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MK
Monica Ketcham
Colleague at Equity Trust CompanyLorain, Ohio, United States
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LC
Lexie Caldwell
Colleague at Equity Trust CompanyGreater Cleveland, United States
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KK
Kent Kinzer
Colleague at Equity Trust CompanyElyria, Ohio, United States
View →
ES
Ericka S.
Colleague at Equity Trust CompanyWestlake, Ohio, United States
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SW
Sierra Walsh
Colleague at Equity Trust CompanyAtlanta Metropolitan Area, United States
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AC
Ashley Carter
Colleague at Equity Trust CompanyElyria, Ohio, United States
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JD
Jacqueline Diaz
Colleague at Equity Trust CompanyFort Myers, Florida, United States
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XS
Xavier Smerekovsky
Colleague at Equity Trust CompanyLakewood, Ohio, United States
View →
JW
Jim Wable
Colleague at Equity Trust CompanyStow, Ohio, United States
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Kurt Devries
Colleague at Equity Trust CompanySeattle, Washington, United States
View →
MK
Monica Ketcham
Colleague at Equity Trust CompanyLorain, Ohio, United States
View →
LC
Lexie Caldwell
Colleague at Equity Trust CompanyGreater Cleveland, United States
View →
KK
Kent Kinzer
Colleague at Equity Trust CompanyElyria, Ohio, United States
View →
ES
Ericka S.
Colleague at Equity Trust CompanyWestlake, Ohio, United States
View →
SW
Sierra Walsh
Colleague at Equity Trust CompanyAtlanta Metropolitan Area, United States
View →
AC
Ashley Carter
Colleague at Equity Trust CompanyElyria, Ohio, United States
View →
JD
Jacqueline Diaz
Colleague at Equity Trust CompanyFort Myers, Florida, United States
View →
XS
Xavier Smerekovsky
Colleague at Equity Trust CompanyLakewood, Ohio, United States
View →
JW
Jim Wable
Colleague at Equity Trust CompanyStow, Ohio, United States
View →
1 education record
Casey Roberts education
-
Boston College
FAQ
Frequently asked questions about Casey Roberts
Quick answers generated from the profile data available on this page.
What company does Casey Roberts work for?
Casey Roberts works for Equity Trust Company.
What is Casey Roberts's role at Equity Trust Company?
Casey Roberts is listed as Chief Business Development Officer at Equity Trust Co at Equity Trust Company.
What is Casey Roberts's email address?
AeroLeads has found 1 work email signal at @trustetc.com for Casey Roberts at Equity Trust Company.
Where is Casey Roberts based?
Casey Roberts is based in Greater Boston, United States while working with Equity Trust Company.
What companies has Casey Roberts worked for?
Casey Roberts has worked for Equity Trust Company, Citizens Investment Services, Truebridge Financial Marketing, Sovereign/Santander Insurance Services, and Sovereign Bank/ Santander.
Who are Casey Roberts's colleagues at Equity Trust Company?
Casey Roberts's colleagues at Equity Trust Company include Kurt Devries, Monica Ketcham, Lexie Caldwell, Kent Kinzer, and Ericka S..
How can I contact Casey Roberts?
You can use AeroLeads to view verified contact signals for Casey Roberts at Equity Trust Company, including work email, phone, and LinkedIn data when available.
What schools did Casey Roberts attend?
Casey Roberts studied at Boston College.
What skills is Casey Roberts known for?
Casey Roberts is listed with skills including Investments, Mutual Funds, Financial Services, Insurance, Series 63, Management, Sales Management, and Finance.
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