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Casey Bollock, Cfp® Email & Phone Number
Consultant and Relationship Manager
at
CAPTRUST
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Consultant and Relationship Manager
Location
Indianapolis, Indiana, United States
Company size
Who is Casey Bollock, Cfp®? Overview
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Quick answer
Casey Bollock, Cfp® is listed as Consultant and Relationship Manager at CAPTRUST, a company with 1713 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Casey Bollock, Cfp®.
Casey Bollock, Cfp® previously worked as Senior Consultant/Relationship Manager at Captrust and Consultant/Relationship Manager at Captrust. Casey Bollock, Cfp® holds Financial Counseling And Planning from Purdue University.
Company email context
Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Casey Bollock, Cfp®
Casey Bollock, Cfp® is a Consultant and Relationship Manager at CAPTRUST.
Current workplace
Casey Bollock, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
7 roles
Casey Bollock, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Consultant/Relationship Manager
Current
Jan 2024 - Present
Consultant/Relationship Manager
Oct 2023 - Jan 2024
Wealth Advisor
Column Capital Advisors, Llc (Merged With Captrust)
May 2022 - Sep 2023
Certified Financial Planner ™
Dec 2021 - May 2022
Senior Advisor
Bkd Wealth Advisors
Sep 2019 - Dec 2021
Registered Administrative Assistant
Pathkeeper Financial, Llc
Jul 2017 - Aug 2019
2 education records
Casey Bollock, Cfp® education
Financial Counseling And Planning
Purdue University
Education record
Lafayette Central Catholic High School
FAQ
Frequently asked questions about Casey Bollock, Cfp®
Quick answers generated from the profile data available on this page.
What company does Casey Bollock, Cfp® work for?
Casey Bollock, Cfp® works for CAPTRUST.
What is Casey Bollock, Cfp®'s role at CAPTRUST?
Casey Bollock, Cfp® is listed as Consultant and Relationship Manager at CAPTRUST.
Where is Casey Bollock, Cfp® based?
Casey Bollock, Cfp® is based in Indianapolis, Indiana, United States while working with CAPTRUST.
What companies has Casey Bollock, Cfp® worked for?
Casey Bollock, Cfp® has worked for Captrust, Column Capital Advisors, Llc (Merged With Captrust), Four Quadrants Advisory, Bkd Wealth Advisors, and Pathkeeper Financial, Llc.
How can I contact Casey Bollock, Cfp®?
You can use AeroLeads to view verified contact signals for Casey Bollock, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Casey Bollock, Cfp® attend?
Casey Bollock, Cfp® holds Financial Counseling And Planning from Purdue University.
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