Katy Casey

Katy Casey Email and Phone Number

Central Associate Advisor @ Frost
San Antonio, TX, US
Katy Casey's Location
San Antonio, Texas, United States, United States
About Katy Casey

At Charles Schwab, our team prioritizes client success and strategic investment guidance, underpinned by my Series 7 and 66 certifications. My tenure has been marked by a steadfast dedication to supporting customers in navigating the complexities of investment products and ensuring compliance with financial regulations.Collaboration with senior staff and operational teams at Charles Schwab has sharpened my competencies in providing timely, well-informed advice, and managing investment portfolios. Our collective efforts are focused on empowering clients' financial journeys, leveraging both my expertise and credentials to enhance their investment experiences.

Katy Casey's Current Company Details
Frost

Frost

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Central Associate Advisor
San Antonio, TX, US
Katy Casey Work Experience Details
  • Frost
    Central Associate Advisor
    Frost
    San Antonio, Tx, Us
    View
  • Charles Schwab
    Sr Advice Service Professional
    Charles Schwab Apr 2023 - Present
    San Antonio, Texas, United States
    View
  • Charles Schwab
    Centralized Support Specialist
    Charles Schwab Aug 2021 - Apr 2023
    San Antonio, Texas, United States
    View
  • Edward Jones
    Branch Office Administrator
    Edward Jones 2018 - Aug 2021
    View
  • Network Alliance
    Office Manager
    Network Alliance 2017 - 2018
  • The Computer Shop Of San Antonio
    Office Manager
    The Computer Shop Of San Antonio 2010 - 2017
    View

Katy Casey Skills

Customer Service Leadership Microsoft Office Management Microsoft Excel Social Media Team Building Microsoft Word

Frequently Asked Questions about Katy Casey

What company does Katy Casey work for?

Katy Casey works for Frost

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

Katy Casey's current role is Central Associate Advisor.

What skills is Katy Casey known for?

Katy Casey has skills like Customer Service, Leadership, Microsoft Office, Management, Microsoft Excel, Social Media, Team Building, Microsoft Word.

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