Vice President, Institutional Account Manager
Current
Jan 2021 - Present
AeroLeads people directory · profile
Casey Finneran, Cfa, Caia,Cima® Email & Phone Number
Vice President, Institutional Client Management & Business Development at PIMCO
at
PIMCO
1 work email found
@pimco.com
1 phone found area 201
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Institutional Client Management & Business Development at PIMCO
Location
New York, New York, United States
Company size
Who is Casey Finneran, Cfa, Caia,Cima®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Casey Finneran, Cfa, Caia,Cima® is listed as Vice President, Institutional Client Management & Business Development at PIMCO at PIMCO, a company with 1001 employees, based in New York, New York, United States. AeroLeads shows a work email signal at pimco.com, phone signal with area code 201, and a matched LinkedIn profile for Casey Finneran, Cfa, Caia,Cima®.
Casey Finneran, Cfa, Caia,Cima® previously worked as Vice President, Institutional Account Manager at Pimco and Institutional Account Manager at Pimco. Casey Finneran, Cfa, Caia,Cima® holds Master Of Business Administration - Mba With Distinction from Cornell Johnson Graduate School Of Management.
Company email context
Email format at PIMCO
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*@pimco.com
71% confidence
AeroLeads found 1 current-domain work email signal for Casey Finneran, Cfa, Caia,Cima®. Compare company email patterns before reaching out.
Profile bio
About Casey Finneran, Cfa, Caia,Cima®
New York-based financial professional focused on helping clients reach their unique financial goals through a passion for the markets, perseverance, and dependability. Extensive experience partnering with institutional investors, single-family offices, financial advisors, registered investment advisors, high-net-worth and mass-affluent investors to deliver strategic and customized solutions. Strong track record of designing and leading the turnaround of struggling sales territories and developing greenfield business channels. Lifelong learner recognized for the ability to synthesize complex topics into memorable, repeatable, and straightforward messages.
Listed skills include Mutual Funds, Asset Allocation, Investments, Wealth Management, and 46 others.
Current workplace
Casey Finneran, Cfa, Caia,Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Pimco
7 roles
Casey Finneran, Cfa, Caia,Cima® work experience
A career timeline built from the work history available for this profile.
Institutional Account Manager
Jul 2019 - Dec 2020
Specialist, Institutional Account Management
Provide substantiative levels of client service to middle-market clients across public institutions, nonprofits, and corporations. Focus on client retentation and provide unique solutions to enhance clients' investment portfolios.
May 2016 - Jul 2019
Senior Associate, Internal Advisor Consultant
Partnered with an External Advisor Consultants to promote mutual funds and separately managed accounts to wirehouse, independent, and bank channel financial advisors in designated geographical territories including Wisconsin, Michigan, Southern California, and Hawaii.Co-founded and led the Independent Working Group which coordinated key stakeholders to.
Jul 2010 - May 2016
Internal Wholesaler
Aig Sunamerica Mutual Funds
Consulted financial advisors in the wirehouse, independent, and RIA channels on mutual fund products. Worked to build model portfolios and fund recommendations that fulfilled the needs of their clients. Territory coverage included: NJ, PA, IL, FL, MD, VA, and DC.
Aug 2007 - Jul 2010
Financial Advisor
Advised individuals and families on investment and asset allocation decisions.
Oct 2006 - Jul 2007
Wealth Management Analyst
Worked as an investment analyst for two teams within a branch environment. Completed equity and fixed income analysis on existing client portfolios. Emphasized modern portfolio theory techniques to create risk tolerance appropriate portfolios.
Jan 2006 - Oct 2006
Team & coworkers
Colleagues at PIMCO
Other employees you can reach at pimco.com. View company contacts for 1001 employees →
FR
Feroz Rauf
Colleague at Pimco
New York, New York, United States, United States
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ET
Emily Teschner
Colleague at Pimco
United Kingdom, United Kingdom
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WV
Waskar Veloz
Colleague at Pimco
New York City Metropolitan Area, United States, United States
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AN
Alexia Noel
Colleague at Pimco
Lincoln, Rhode Island, United States, United States
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HG
Haidi Gu
Colleague at Pimco
Irvine, California, United States, United States
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JH
James Harrington
Colleague at Pimco
London, England, United Kingdom, United Kingdom
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ZM
Zac Murphy, Cfa
Colleague at Pimco
Austin, Texas, United States, United States
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KM
Ken Miller
Colleague at Pimco
Trabuco Canyon, California, United States, United States
View →
WB
William Bedor, Cfa
Colleague at Pimco
New York City Metropolitan Area, United States, United States
View →
JL
Janet Liao
Colleague at Pimco
Taipei City, Taipei City, Taiwan, Taiwan, Province Of China
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Feroz Rauf
Colleague at Pimco
New York, New York, United States, United States
View →
ET
Emily Teschner
Colleague at Pimco
United Kingdom, United Kingdom
View →
WV
Waskar Veloz
Colleague at Pimco
New York City Metropolitan Area, United States, United States
View →
AN
Alexia Noel
Colleague at Pimco
Lincoln, Rhode Island, United States, United States
View →
HG
Haidi Gu
Colleague at Pimco
Irvine, California, United States, United States
View →
JH
James Harrington
Colleague at Pimco
London, England, United Kingdom, United Kingdom
View →
ZM
Zac Murphy, Cfa
Colleague at Pimco
Austin, Texas, United States, United States
View →
KM
Ken Miller
Colleague at Pimco
Trabuco Canyon, California, United States, United States
View →
WB
William Bedor, Cfa
Colleague at Pimco
New York City Metropolitan Area, United States, United States
View →
JL
Janet Liao
Colleague at Pimco
Taipei City, Taipei City, Taiwan, Taiwan, Province Of China
View →
2 education records
Casey Finneran, Cfa, Caia,Cima® education
Master Of Business Administration - Mba With Distinction
Cornell Johnson Graduate School Of Management
Bachelors, Finance
University Of Scranton
FAQ
Frequently asked questions about Casey Finneran, Cfa, Caia,Cima®
Quick answers generated from the profile data available on this page.
What company does Casey Finneran, Cfa, Caia,Cima® work for?
Casey Finneran, Cfa, Caia,Cima® works for PIMCO.
What is Casey Finneran, Cfa, Caia,Cima®'s role at PIMCO?
Casey Finneran, Cfa, Caia,Cima® is listed as Vice President, Institutional Client Management & Business Development at PIMCO at PIMCO.
What is Casey Finneran, Cfa, Caia,Cima®'s email address?
AeroLeads has found 1 work email signal at @pimco.com for Casey Finneran, Cfa, Caia,Cima® at PIMCO.
What is Casey Finneran, Cfa, Caia,Cima®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 201 for Casey Finneran, Cfa, Caia,Cima® at PIMCO.
Where is Casey Finneran, Cfa, Caia,Cima® based?
Casey Finneran, Cfa, Caia,Cima® is based in New York, New York, United States while working with PIMCO.
What companies has Casey Finneran, Cfa, Caia,Cima® worked for?
Casey Finneran, Cfa, Caia,Cima® has worked for Pimco, Aig Sunamerica Mutual Funds, and Morgan Stanley.
Who are Casey Finneran, Cfa, Caia,Cima®'s colleagues at PIMCO?
Casey Finneran, Cfa, Caia,Cima®'s colleagues at PIMCO include Feroz Rauf, Emily Teschner, Waskar Veloz, Alexia Noel, and Haidi Gu.
How can I contact Casey Finneran, Cfa, Caia,Cima®?
You can use AeroLeads to view verified contact signals for Casey Finneran, Cfa, Caia,Cima® at PIMCO, including work email, phone, and LinkedIn data when available.
What schools did Casey Finneran, Cfa, Caia,Cima® attend?
Casey Finneran, Cfa, Caia,Cima® holds Master Of Business Administration - Mba With Distinction from Cornell Johnson Graduate School Of Management.
What skills is Casey Finneran, Cfa, Caia,Cima® known for?
Casey Finneran, Cfa, Caia,Cima® is listed with skills including Mutual Funds, Asset Allocation, Investments, Wealth Management, Equities, Portfolio Management, Alternative Investments, and Asset Management.
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