Vice President At First Citizens Bank
Current
Mar 2023 - Present
AeroLeads people directory · profile
Casey Paton, Cfa, Cfp® Email & Phone Number
Vice President at First Citizens Wealth
at
First Citizens Bank
1 work email found
@svb.com
2 phones found area 617
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President at First Citizens Wealth
Location
Greater Boston, United States
Who is Casey Paton, Cfa, Cfp®? Overview
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Quick answer
Casey Paton, Cfa, Cfp® is listed as Vice President at First Citizens Wealth at First Citizens Bank, based in Greater Boston, United States. AeroLeads shows a work email signal at svb.com, phone signal with area code 617, and a matched LinkedIn profile for Casey Paton, Cfa, Cfp®.
Casey Paton, Cfa, Cfp® previously worked as Vice President at First Citizens Bank at First Citizens Bank and Vice President at Silicon Valley Bank at Silicon Valley Bank. Casey Paton, Cfa, Cfp® holds Master'S Degree from Boston College Carroll School Of Management.
Company email context
Email format at First Citizens Bank
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*@svb.com
68% confidence
AeroLeads found 1 current-domain work email signal for Casey Paton, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Casey Paton, Cfa, Cfp®
Casey Paton, Cfa, Cfp® is a Vice President at First Citizens Wealth at First Citizens Bank. He possess expertise in equities, fixed income, bloomberg, derivatives, capital markets and 21 more skills. He is proficient in English.
Listed skills include Equities, Fixed Income, Bloomberg, Derivatives, and 22 others.
Current workplace
Casey Paton, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Casey Paton, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President At Silicon Valley Bank
Sep 2021 - Nov 2024
Financial Advisor
In my role as a Financial Advisor with Merrill, my job is to ultimately inspire people to take action in implementing a wealth management plan that aligns with what they hope to accomplish in life. Leveraging the investment resources of Merrill Lynch Wealth Management along with access to the banking/lending capabilities of Bank of America, my daily work centers on crafting and implementing solutions to your financial needs, at whatever point you may at on your life journey. More Detail About How I Help my Clients: Personalized Investment Strategies - By thoroughly understanding you, your family, and the goals you want to accomplish, together we will build custom portfolio and financial solutions using a disciplined investment process. Addressing Complex Needs - Through a simplified approach based on personalized service, together we'll work to reduce the stress around how best to organize your financial life. Coordinating Your Team - Our focus also centers on creating a cohesive link between the other advisors in your life - tax, legal, and estate planning services. We facilitate and coordinate communication between these other professionals so that together, your needs are addressed in a cohesive manner. *CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. *Solutions are based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
Jul 2020 - Sep 2021
Financial Advisor
Apr 2019 - Mar 2020
Co-Founder
Encore Apparel Company
Jan 2014 - Jan 2020
Educator
Aug 2015 - Aug 2018
International Sales Trader
Jul 2007 - Oct 2013
International Equity Trader
Mar 2004 - Jul 2007
2 education records
Casey Paton, Cfa, Cfp® education
Master'S Degree
Boston College Carroll School Of Management
Bachelor'S Degree
Villanova University
FAQ
Frequently asked questions about Casey Paton, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Casey Paton, Cfa, Cfp® work for?
Casey Paton, Cfa, Cfp® works for First Citizens Bank.
What is Casey Paton, Cfa, Cfp®'s role at First Citizens Bank?
Casey Paton, Cfa, Cfp® is listed as Vice President at First Citizens Wealth at First Citizens Bank.
What is Casey Paton, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @svb.com for Casey Paton, Cfa, Cfp® at First Citizens Bank.
What is Casey Paton, Cfa, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Casey Paton, Cfa, Cfp® at First Citizens Bank.
Where is Casey Paton, Cfa, Cfp® based?
Casey Paton, Cfa, Cfp® is based in Greater Boston, United States while working with First Citizens Bank.
What companies has Casey Paton, Cfa, Cfp® worked for?
Casey Paton, Cfa, Cfp® has worked for First Citizens Bank, Silicon Valley Bank, Merrill Lynch Wealth Management, Northwestern Mutual, and Encore Apparel Company.
How can I contact Casey Paton, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Casey Paton, Cfa, Cfp® at First Citizens Bank, including work email, phone, and LinkedIn data when available.
What schools did Casey Paton, Cfa, Cfp® attend?
Casey Paton, Cfa, Cfp® holds Master'S Degree from Boston College Carroll School Of Management.
What skills is Casey Paton, Cfa, Cfp® known for?
Casey Paton, Cfa, Cfp® is listed with skills including Equities, Fixed Income, Bloomberg, Derivatives, Capital Markets, Emerging Markets, Trading, and Latam.
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