Kelley Casper, Lcsw

Kelley Casper, Lcsw Email and Phone Number

VP of Client Experience at Presilium Private Wealth @ Presilium Private Wealth
Kelley Casper, Lcsw's Location
Philadelphia, Pennsylvania, United States, United States
About Kelley Casper, Lcsw

An experienced relationship manager who previously worked at Merrill Lynch with Jerry Davidse and Brook Hart, Kelley excels at working on client financial plans and focusing on delivering the full-service capabilities of Presilium.She is a graduate of Brown University and has earned two Master’s degrees from the University of Pennsylvania. Kelley enjoys running and playing tennis. She lives in Philadelphia with her husband, Dave, and their two young daughters, Riley and Ellie.

Kelley Casper, Lcsw's Current Company Details
Presilium Private Wealth

Presilium Private Wealth

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VP of Client Experience at Presilium Private Wealth
Kelley Casper, Lcsw Work Experience Details
  • Presilium Private Wealth
    Vp Of Client Experience
    Presilium Private Wealth Apr 2022 - Present
    Philadelphia, Pennsylvania, United States
    With our financial insight and industry experience, we create comprehensive plans that can navigate ever-changing markets, life events, and goals. Our demeanor and balanced approach to decision-making gives our clients confidence in their financial well-being. Presilium Private Wealth is an independent registered investment adviser, providing successful people with calming, simplifying solutions backed by detailed financial plans. We help clients take a holistic view of their current situation in order to build a path to the financial future they aspire to.
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  • Merrill Lynch
    Client Associate
    Merrill Lynch Mar 2021 - Apr 2022
    Philadelphia, Pennsylvania, United States
    View
  • Children'S Crisis Treatment Center
    Trauma Therapist
    Children'S Crisis Treatment Center Dec 2012 - May 2016
    Philadelphia, Pennsylvania, United States
    View
  • Victim Services Center Of Montgomery County, Inc.
    Counselor
    Victim Services Center Of Montgomery County, Inc. May 2012 - Dec 2012
    Norristown
    View
  • The Children'S Hospital Of Philadelphia
    Social Work Intern
    The Children'S Hospital Of Philadelphia Sep 2011 - May 2012
    Philadelphia, Pa
    View
  • Thomas Jefferson University Hospitals
    Social Work Intern
    Thomas Jefferson University Hospitals Sep 2010 - Apr 2011
    Philadelphia, Pa
    View

Kelley Casper, Lcsw Education Details

Frequently Asked Questions about Kelley Casper, Lcsw

What company does Kelley Casper, Lcsw work for?

Kelley Casper, Lcsw works for Presilium Private Wealth

What is Kelley Casper, Lcsw's role at the current company?

Kelley Casper, Lcsw's current role is VP of Client Experience at Presilium Private Wealth.

What schools did Kelley Casper, Lcsw attend?

Kelley Casper, Lcsw attended University Of Pennsylvania, University Of Pennsylvania, Brown University.

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