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Dominic Casey Email & Phone Number
Head of Sales and Account Management - Wealth Management Solutions
at
Zephyr
1 work email found
@informa.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Sales and Account Management - Wealth Management Solutions
Location
Greater Chicago Area, United States, United States
Company size
Who is Dominic Casey? Overview
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Quick answer
Dominic Casey is listed as Head of Sales and Account Management - Wealth Management Solutions at Zephyr, a company with 959 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at informa.com and a matched LinkedIn profile for Dominic Casey.
Dominic Casey previously worked as Head of Sales and Account Management - Wealth Management Solutions at Informa Financial Intelligence and Account Manager at Informa Financial Intelligence. Dominic Casey holds Mba, Finance from Loyola University Chicago.
Company email context
Email format at Zephyr
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{first}.{last}@informa.com
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AeroLeads found 1 current-domain work email signal for Dominic Casey. Compare company email patterns before reaching out.
Profile bio
About Dominic Casey
I have been working with portfolio analytics software most of my career. It has been amazing watching the the evolution and adoption of Zephyr in the last few years. I get very excited being on the phone with clients and showing them the power and flexibility of the Zephyr platform.I manage a team of professional sales people and account managers. Our goal is to help our clients exceed their client retention and asset growth goals. We have over 1,000 clients ranging from 1 person RIAs up through and including the largest wire houses. Our clients use our tools to solve a multitude of problems including: ✔ Client Acquisition✔ CRM Integration✔ Proposal Generation✔ Client Reporting✔ Asset Allocation✔ Monte Carlo Simulation✔ Manager Research ✔ Manager Analysis✔ ESG Analysis and Screening✔ Performance Reporting✔ Board Reporting Our client list is expanding, if you'd like to learn more about our solutions and how we are helping our clients, send me a DM or contact me at: dominic.casey@informa.com
Listed skills include Equities, Financial Markets, Mutual Funds, Relationship Management, and 20 others.
Current workplace
Dominic Casey's current company
Company context helps verify the profile and gives searchers a useful next step.
Zephyr
9 roles
Dominic Casey work experience
A career timeline built from the work history available for this profile.
Head Of Sales And Account Management - Wealth Management Solutions
CurrentI manage a team of account managers and sales executives. The team is responsible for retention of existing revenue and gross sales. Our solutions are primarily used with financial advisors and asset managers and fulfill a number of roles including: portfolio analysis, client presentations, performance measurement, proposal generation and creation and.
Jan 2019 - Present
Account Manager
Responsible for maintaining and growing a book of business that included accounts in the the US and Canada.
Aug 2013 - Dec 2018
Vice President - Sales
Develop and execute plan for marketing and selling in my territory.Present analytic software to prospectsUse email, cold call and social networking strategies to connect with prospects.Maintain and develop new relationships with key individuals at plan sponsors, investment consultants and investment management firms.
Jun 2011 - Apr 2013
Product Specialist
Applied expertise in portfolio and risk analysis in a sales consultant role. I presented Thomson Reuters portfolio capabilities in sales presentations, managed trials and pilots. Responsible for maintaining relationships with existing clients and consulting with them on any issues related to portfolio analysis. Internally wholesaled portfolio capabilities.
Jul 2009 - May 2011
Sales Executive
Managed midwest territoryproviding portfolio analytics to institutional investment managers, investment consultants, banks and trust companies.Executed consultative sales approach sales approach with key decision makers including CIOs, CFOs, CTOs, Directors of Research and Directors of Marketing and Client Service. Met or exceeded sales quota each year..
Jul 2005 - May 2009
Sales Executive
Managed and planned sales and business development for an emerging, midwest territory.Provided analytical software and data feed solutions to asset managers, banks, brokerage firms and other financial institutions and service providers. Developed and established new business opportunities through cold calling and other prospecting strategies.
Jul 2004 - Jun 2005
Relationship Manager
Trained and consulted with clients using Vestek's holdings based analysis tools. Acquired expertise in holdings based equity portfolio analysis. Tools included, attribution, characteristics, risk and portfolio optimization.Responsible for fostering relationships with clients and growing a $3 million revenue base.In conjunction with territory sales person.
Sep 1999 - Jun 2004
Product Manager
Scudder Kemper Investments
Communicated mutual fund strategy, portfolio position, performance and characteristics to mutual fund research departments at brokerage firms. Used numerous analytical tools including MorningStar, Lipper, Ibbotson and Zephyr to analyze mutual funds relative to peers and benchmarks. The analysis was used in position portfolios. As liason between portfolio.
May 1988 - Sep 1999
Team & coworkers
Colleagues at Zephyr
Other employees you can reach at informaconnect.com. View company contacts for 959 employees →
AG
Alejandra Galvez-Anderson
Colleague at ZephyrGreater Milwaukee, United States
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JO
Junaid Omar
Colleague at ZephyrDubai, Dubai, United Arab Emirates, United Arab Emirates
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LW
Liz Weinman
Colleague at ZephyrNew York City Metropolitan Area, United States
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RM
Ruhed Miah
Colleague at ZephyrCambridge, England, United Kingdom, United Kingdom
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BC
Brian Cassidy
Colleague at ZephyrGreater Chicago Area, United States
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SD
Saeed D.
Colleague at ZephyrLondon, England, United Kingdom, United Kingdom
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KM
Kristen Minick, Cem
Colleague at ZephyrMilwaukee, Wisconsin, United States, United States
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KG
Kathy Goggiano
Colleague at ZephyrSouth Lake Tahoe, California, United States, United States
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BK
Ben Krupenye
Colleague at ZephyrNew York City Metropolitan Area, United States
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MS
Molly Stamm
Colleague at ZephyrChicago, Illinois, United States, United States
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Alejandra Galvez-Anderson
Colleague at ZephyrGreater Milwaukee, United States
View →
JO
Junaid Omar
Colleague at ZephyrDubai, Dubai, United Arab Emirates, United Arab Emirates
View →
LW
Liz Weinman
Colleague at ZephyrNew York City Metropolitan Area, United States
View →
RM
Ruhed Miah
Colleague at ZephyrCambridge, England, United Kingdom, United Kingdom
View →
BC
Brian Cassidy
Colleague at ZephyrGreater Chicago Area, United States
View →
SD
Saeed D.
Colleague at ZephyrLondon, England, United Kingdom, United Kingdom
View →
KM
Kristen Minick, Cem
Colleague at ZephyrMilwaukee, Wisconsin, United States, United States
View →
KG
Kathy Goggiano
Colleague at ZephyrSouth Lake Tahoe, California, United States, United States
View →
BK
Ben Krupenye
Colleague at ZephyrNew York City Metropolitan Area, United States
View →
MS
Molly Stamm
Colleague at ZephyrChicago, Illinois, United States, United States
View →
2 education records
Dominic Casey education
Mba, Finance
Loyola University Chicago
Ba, Management
Loras College
FAQ
Frequently asked questions about Dominic Casey
Quick answers generated from the profile data available on this page.
What company does Dominic Casey work for?
Dominic Casey works for Zephyr.
What is Dominic Casey's role at Zephyr?
Dominic Casey is listed as Head of Sales and Account Management - Wealth Management Solutions at Zephyr.
What is Dominic Casey's email address?
AeroLeads has found 1 work email signal at @informa.com for Dominic Casey at Zephyr.
Where is Dominic Casey based?
Dominic Casey is based in Greater Chicago Area, United States, United States while working with Zephyr.
What companies has Dominic Casey worked for?
Dominic Casey has worked for Zephyr, Informa Financial Intelligence, Style Research, Thomson Reuters, and Morningstar.
Who are Dominic Casey's colleagues at Zephyr?
Dominic Casey's colleagues at Zephyr include Alejandra Galvez-Anderson, Junaid Omar, Liz Weinman, Ruhed Miah, and Brian Cassidy.
How can I contact Dominic Casey?
You can use AeroLeads to view verified contact signals for Dominic Casey at Zephyr, including work email, phone, and LinkedIn data when available.
What schools did Dominic Casey attend?
Dominic Casey holds Mba, Finance from Loyola University Chicago.
What skills is Dominic Casey known for?
Dominic Casey is listed with skills including Equities, Financial Markets, Mutual Funds, Relationship Management, Business Development, Investment Management, Financial Services, and Salesforce.Com.
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