Patrick Casey

Patrick Casey Email and Phone Number

President and CEO at Perkins Coie Trust Company LLC @
Patrick Casey's Location
Seattle, Washington, United States, United States
Patrick Casey's Contact Details

Patrick Casey personal email

n/a
About Patrick Casey

Over 40 years of experience in trust, investment and wealth advisory services. Extensive Board responsibilities, including Audit, Investment and Trust Committees. Ongoing intentional community involvement through professional leadership positions.Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides trust and estate administration, investment management and financial planning services.

Patrick Casey's Current Company Details
Perkins Coie Trust Company, LLC

Perkins Coie Trust Company, Llc

President and CEO at Perkins Coie Trust Company LLC
Patrick Casey Work Experience Details
  • Perkins Coie Trust Company, Llc
    President And Chief Executive Officer
    Perkins Coie Trust Company, Llc Nov 2012 - Present
    Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides financial management of both personal and trust assets. Our team of trust and investment professionals works in concert with the lawyers of Perkins Coie LLP to help our clients navigate changing tax laws, volatile financial markets and increasingly complex investment options so that our clients can ensure their long-term financial security - and that of their families and other beneficiaries.
  • Wells Fargo Private Bank
    Wealth Advisor
    Wells Fargo Private Bank Oct 2006 - Nov 2012
    San Francisco, California, Us
    Developed comprehensive, tailored wealth management plans for multi-generational families and the delivery through a coordinated team.
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  • Bank Of America
    Relationship Manager
    Bank Of America Jan 2001 - Sep 2006
    Charlotte, Nc, Us
    Worked closely with multi-generational family strategies.
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  • Merrill Lynch Trust Company
    Trust Manager
    Merrill Lynch Trust Company May 1999 - Jan 2001
    New York, Ny, Us
    Maintain responsibility for a complex book of fiduciary relationships with a thorough understanding of the fundamental tenets of trust law.
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  • Seafirst Bank
    Relationship Manager
    Seafirst Bank May 1997 - Apr 1999
    Served as proactive, client focused, trusted financial partner to Private Bank clients through a seamless delivery of fiduciary, investment, credit, specialized asset management and depository services.
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  • Wells Fargo
    Manager & Project Manager
    Wells Fargo Dec 1987 - Mar 1997
    San Francisco, California, Us
    Managed Investment Management/Custody Services Department with accountability for maximizing returns on $3.2 billion in assets. Second, spearheaded the integration of the investment operations group during the merger of First Interstate and Wells Fargo.
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  • Chase Manhattan Private Bank
    Assistant Treasurer
    Chase Manhattan Private Bank Jan 1981 - Nov 1987
    Successfully managed 270 Investment Advisory Accounts, representing more than $1 billion in assets to maximize returns.

Patrick Casey Skills

Investments Wealth Management Portfolio Management Securities Strategic Financial Planning Asset Allocation Asset Management Estate Planning Investment Management Wealth Management Services Wealth Retirement Planning Leadership Financial Markets Financial Planning Asset Managment Banking Series 7

Patrick Casey Education Details

  • St. John'S University
    St. John'S University
    Finance
  • Fairleigh Dickinson University
    Fairleigh Dickinson University
    Management

Frequently Asked Questions about Patrick Casey

What company does Patrick Casey work for?

Patrick Casey works for Perkins Coie Trust Company, Llc

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

Patrick Casey's current role is President and CEO at Perkins Coie Trust Company LLC.

What is Patrick Casey's email address?

Patrick Casey's email address is pa****@****rgo.com

What is Patrick Casey's direct phone number?

Patrick Casey's direct phone number is +120635*****

What schools did Patrick Casey attend?

Patrick Casey attended St. John's University, Fairleigh Dickinson University.

What skills is Patrick Casey known for?

Patrick Casey has skills like Investments, Wealth Management, Portfolio Management, Securities, Strategic Financial Planning, Asset Allocation, Asset Management, Estate Planning, Investment Management, Wealth Management Services, Wealth, Retirement Planning.

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