Casey Stanley

Casey Stanley Email and Phone Number

Senior Vice President - Wealth Management @ CFRA Research
Boston, MA, US
Casey Stanley's Location
Greater Boston, United States, United States
Casey Stanley's Contact Details

Casey Stanley personal email

n/a

Casey Stanley phone numbers

About Casey Stanley

Finance and business executive with 20+ years of experience in Private Equity, Sales and Business DevelopmentSpecialties: New Business Development and Account Management, SaaS workflow sales, ARR Sales, Consulting

Casey Stanley's Current Company Details
CFRA Research

Cfra Research

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Senior Vice President - Wealth Management
Boston, MA, US
Website:
cfraresearch.com
Employees:
222
Casey Stanley Work Experience Details
  • Cfra Research
    Senior Vice President - Wealth Management
    Cfra Research
    Boston, Ma, Us
    View
  • Gimme Credit
    Territory Manager - New England & Eastern Canada
    Gimme Credit Aug 2024 - Present
    New York, New York, Us
    Independent & Objective Fixed Income Research - Corporate Bonds - Emerging Market, High Yield & Investment Grade
    View
  • Eflow Global
    Sales Director - Americas
    Eflow Global Nov 2023 - Aug 2024
    City Of London, England, Gb
    First US-based hire focused on accelerating our presence across the Americas around our Regulatory Compliance Supporting Technology Solution#RegTech #FinTech
    View
  • 451 Research
    Sales Director - Global Financial Markets
    451 Research Sep 2018 - Aug 2023
    New York, Ny, Us
    FY'19, FY'20 & FY'21 - President's Club - Performance % to goal - $3m+ ARR - New Biz and RecurringBespoke Consulting Engagements
    View
  • 451 Research
    Senior Account Executive - Financial Services
    451 Research Mar 2017 - Aug 2018
    New York, Ny, Us
    Work with TMT-focused Investment Banks, Private Equity, Venture Capital and Buy-Side firms that leverage IT Analyst Research, Advisory/Consulting Services and M&A transactional data to support their workflows
    View
  • 451 Research
    Senior Account Executive - Emerging Technology Vendors
    451 Research May 2013 - Feb 2017
    New York, Ny, Us
    Manage and advise technology service and vendor companies ranging from stealth start-ups to large enterprise organizations by providing market, customer and competitive intelligence via syndicated research and analyst consultation as well as go-to-market support.
    View
  • Thomson Reuters
    Sales Specialist - Corporate Treasury & Fx
    Thomson Reuters Mar 2012 - May 2013
    Sold SaaS Capital Markets platform to the buy-side community - primarily Corporate Treasury and Finance groups, CFOs and FX Traders
  • Thomson Reuters
    Client Specialist - Corporate Business Intelligence
    Thomson Reuters Sep 2009 - Mar 2012
  • Neighborhood Pay Services
    Consultant
    Neighborhood Pay Services Feb 2009 - Aug 2009
  • Brookwood Financial Partners, Llc
    Vice President - Brookwood Securities Partners, L.P.
    Brookwood Financial Partners, Llc Jan 2007 - Jan 2009
    Beverly, Ma, Us
    Attracted and secured equity capital for Brookwood’s private equity real estate investment syndications and funds, working as a part of a team that raised more than $75 Million of equity capital for eight separate projectsCultivated and established long-term relationships with high net worth individuals including attorneys, C-level executives and business owners, as well as wealth management firms and investment advisors
    View
  • Brookwood Financial Partners, Llc
    Assistant Vice President - Brookwood Securities Partners, L.P.
    Brookwood Financial Partners, Llc Dec 2002 - Dec 2006
    Beverly, Ma, Us
    View

Casey Stanley Skills

Thomsonone Thomson Reuters Eikon Salesforce.com Business Development Relationship Management Crm Investments Sales Finance Solution Selling Customer Relationship Management Private Equity Securities Strategy Start Ups Account Management Cold Calling Management Capital Markets Consulting Software As A Service Strategic Partnerships

Casey Stanley Education Details

  • Boston College
    Boston College
    Finance & Marketing

Frequently Asked Questions about Casey Stanley

What company does Casey Stanley work for?

Casey Stanley works for Cfra Research

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

Casey Stanley's current role is Senior Vice President - Wealth Management.

What is Casey Stanley's email address?

Casey Stanley's email address is ca****@****ers.com

What is Casey Stanley's direct phone number?

Casey Stanley's direct phone number is +161799*****

What schools did Casey Stanley attend?

Casey Stanley attended Boston College.

What are some of Casey Stanley's interests?

Casey Stanley has interest in Golf, Bc Football And Basketball, Cooking, Wine.

What skills is Casey Stanley known for?

Casey Stanley has skills like Thomsonone, Thomson Reuters Eikon, Salesforce.com, Business Development, Relationship Management, Crm, Investments, Sales, Finance, Solution Selling, Customer Relationship Management, Private Equity.

Who are Casey Stanley's colleagues?

Casey Stanley's colleagues are Priyank Patel, Daniel Mahoney, Cfa, Cpa, Navin Kalaiselvam, Janice Quek, Lorritta Gyamfi, William Wong, Wei Bin Ong, Cfa.

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