Casey Barclay
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Casey Barclay Email & Phone Number

Director, FP and A at Beacon Pointe
Location: Plano, Texas, United States 11 work roles 2 schools
1 work email found @beaconpointe.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@beaconpointe.com
LinkedIn Profile matched
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Current company
Role
Director, FP and A
Location
Plano, Texas, United States
Company size

Who is Casey Barclay? Overview

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Quick answer

Casey Barclay is listed as Director, FP and A at Beacon Pointe, a company with 616 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at beaconpointe.com and a matched LinkedIn profile for Casey Barclay.

Casey Barclay previously worked as Director, FP&A at Beacon Pointe and Lead Consultsnt at Barclay Consulting. Casey Barclay holds Master Of Business Administration (M.B.A.), Finance from Florida Institute Of Technology.

Company email context

Email format at Beacon Pointe

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{first_initial}{last}@beaconpointe.com
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AeroLeads found 1 current-domain work email signal for Casey Barclay. Compare company email patterns before reaching out.

Profile bio

About Casey Barclay

Casey Barclay is a Director, FP and A at Beacon Pointe. They possess expertise in account reconciliation, microsoft excel, powerpoint, general ledger, accounts payable and 24 more skills. Colleagues describe them as "Casey has a thorough knowledge of managerial accounting methods. He is a great team worker, willing to give his best and permit others to learn, grow and participate effectively. His quick response time and positive attitude makes him a great partner in any endeavor." and "As a weekend and weeknight manager, Casey showed great efficiency, organization, and time-management skills for one of the highest performing Rite Aids in the District. Being very friendly and understanding he was loved by most if not all of those who worked with him. It was a pleasure working for Casey, he would be a strong addition to any team."

Listed skills include Account Reconciliation, Microsoft Excel, Powerpoint, General Ledger, and 25 others.

Current workplace

Casey Barclay's current company

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

Beacon Pointe
Beacon Pointe
Director, FP and A
Plano, TX, US
Employees
616
AeroLeads page
11 roles

Casey Barclay work experience

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

Director, Fp&A

Current

Plano, Texas, United States

Feb 2022 - Present

Lead Consultsnt

Current
Barclay Consulting

Plano, TX

Apr 2015 - Present

Vice President

Goldman Sachs Personal Financial Management

Newport Beach, California, United States

Jan 2022 - Feb 2022

Associate

Goldman Sachs Personal Financial Management

Newport Beach, California, United States

Jul 2019 - Dec 2021
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 616 employees →

2 education records

Casey Barclay education

Bachelor Of Science (Bs), Accounting

Vermont Society of Certified Public Accountants Vermont Income Tax Assistance

FAQ

Frequently asked questions about Casey Barclay

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

What company does Casey Barclay work for?

Casey Barclay works for Beacon Pointe.

What is Casey Barclay's role at Beacon Pointe?

Casey Barclay is listed as Director, FP and A at Beacon Pointe.

What is Casey Barclay's email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Casey Barclay at Beacon Pointe.

Where is Casey Barclay based?

Casey Barclay is based in Plano, Texas, United States while working with Beacon Pointe.

What companies has Casey Barclay worked for?

Casey Barclay has worked for Beacon Pointe, Barclay Consulting, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Llc, and United Auto Credit Corporation.

Who are Casey Barclay's colleagues at Beacon Pointe?

Casey Barclay's colleagues at Beacon Pointe include Michael J. Weil, Cfp®, Cima®, Connor Pearl, Jack Delafield, Allison (Hillgren) Warner, Mcm, and Daniel Saur.

How can I contact Casey Barclay?

You can use AeroLeads to view verified contact signals for Casey Barclay at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Casey Barclay attend?

Casey Barclay holds Master Of Business Administration (M.B.A.), Finance from Florida Institute Of Technology.

What skills is Casey Barclay known for?

Casey Barclay is listed with skills including Account Reconciliation, Microsoft Excel, Powerpoint, General Ledger, Accounts Payable, Payroll, Microsoft Word, and Peoplesoft.

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