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Patrick Casey Email & Phone Number

Financial Planning Consultant at Vanguard
Location: Charlotte, North Carolina, United States 9 work roles 2 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@wellsfargo.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vanguard
Role
Financial Planning Consultant
Location
Charlotte, North Carolina, United States
Company size
25515 employees

Who is Patrick Casey? Overview

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Quick answer

Patrick Casey is listed as Financial Planning Consultant at Vanguard, a with 25515 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Patrick Casey.

Patrick Casey previously worked as Centralized Affluent Premier Banker at Wells Fargo and Registered CX Analyst at Robinhood. Patrick Casey holds Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services from University Of Mount Olive.

Company email context

Email format at Vanguard

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*@wellsfargo.com
68% confidence

AeroLeads found 1 current-domain work email signal for Patrick Casey. Compare company email patterns before reaching out.

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Profile bio

About Patrick Casey

Experienced Fintech Specialist with a demonstrated focus on serving the financial needs of individuals and the local community. Striving to incorporate new ideas and inclusiveness to all aspects of work. Current license held include Series 7 and Series 66.

Listed skills include Customer Service, Sales, Management, Retail, and 13 others.

Current workplace

Patrick Casey's current company

Company context helps verify the profile and gives searchers a useful next step.

Vanguard
Vanguard
Financial Planning Consultant
Charlotte, NC, US
Website
vanguard.com
Employees
25515
AeroLeads page
Company profile
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9 roles

Patrick Casey work experience

A career timeline built from the work history available for this profile.

Financial Planning Consultant

Vanguard

Charlotte, Nc, Us

Centralized Affluent Premier Banker

Wells Fargo

San Francisco, California, Us

Registered Cx Analyst

Robinhood

Menlo Park, California, Us

Nov 2021 - Sep 2022

Licensed Relationship Banker

Wells Fargo

San Francisco, California, Us

Aug 2019 - Oct 2021

Strategic Business Consultant

At&T

Dallas, Tx, Us

Jan 2018 - Aug 2019

Coach

Nike

Beaverton, Or, Us

Apr 2015 - Dec 2017

Lead

Nike

Beaverton, Or, Us

May 2014 - Apr 2015

Athlete

Nike

Beaverton, Or, Us

Nov 2011 - May 2014

Inventory Management

Food Lion

Salisbury, North Carolina, Us

Oct 2009 - Aug 2012
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 25515 employees →

SD Susan Dsouza Susan Dsouza Colleague at VanguardGreater Dublin, Ireland View → PK Pam Kroberger Pam Kroberger Colleague at VanguardCollegeville, Pennsylvania, United States View → ES Evan Stanley, Cfp® Evan Stanley, Cfp® Colleague at VanguardGreater Philadelphia, United States View → HD Hyndhavi Datla Hyndhavi Datla Colleague at VanguardChester Springs, Pennsylvania, United States View → MB Michael Bertei Michael Bertei Colleague at VanguardCharlotte, North Carolina, United States View → BF Brian Farrell Brian Farrell Colleague at VanguardClover, South Carolina, United States View → JS Jeffrey Smith Jeffrey Smith Colleague at VanguardPhoenixville, Pennsylvania, United States View → JD Jim Delgrosso Jim Delgrosso Colleague at VanguardGreater Philadelphia, United States View → EO Ellie Oligmueller, Cfp® Ellie Oligmueller, Cfp® Colleague at VanguardScottsdale, Arizona, United States View → MF Matt Firman Matt Firman Colleague at VanguardGilbertsville, Pennsylvania, United States View →
2 education records

Patrick Casey education

Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services

University Of Mount Olive

Associate'S Degree, Accounting And Business/Management

Wayne Community College
FAQ

Frequently asked questions about Patrick Casey

Quick answers generated from the profile data available on this page.

What company does Patrick Casey work for?

Patrick Casey works for Vanguard.

What is Patrick Casey's role at Vanguard?

Patrick Casey is listed as Financial Planning Consultant at Vanguard.

What is Patrick Casey's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Patrick Casey at Vanguard.

Where is Patrick Casey based?

Patrick Casey is based in Charlotte, North Carolina, United States while working with Vanguard.

What companies has Patrick Casey worked for?

Patrick Casey has worked for Vanguard, Wells Fargo, Robinhood, At&T, and Nike.

Who are Patrick Casey's colleagues at Vanguard?

Patrick Casey's colleagues at Vanguard include Susan Dsouza, Pam Kroberger, Evan Stanley, Cfp®, Hyndhavi Datla, and Michael Bertei.

How can I contact Patrick Casey?

You can use AeroLeads to view verified contact signals for Patrick Casey at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Patrick Casey attend?

Patrick Casey holds Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services from University Of Mount Olive.

What skills is Patrick Casey known for?

Patrick Casey is listed with skills including Customer Service, Sales, Management, Retail, Social Media, Microsoft Excel, Leadership, and Marketing.

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