Thomas Casper

Thomas Casper Email and Phone Number

Risk and Compliance Consultant @ Crowe
Washington, DC, US
Thomas Casper's Location
Greater Philadelphia, United States
About Thomas Casper

Private Client Banker at KeyBank & Key Investment Services specializing in comprehensive financial solutions for clients with assets ranging from $250k to $2MM. Partner with Financial Advisor to deliver tailored investment solutions that align with individual financial goals and aspirations.Graduated Villanova University with a bachelor's degree, studying economics and communications.

Thomas Casper's Current Company Details
Crowe

Crowe

View
Risk and Compliance Consultant
Washington, DC, US
Website:
key.com
Employees:
14557
Thomas Casper Work Experience Details
  • Crowe
    Risk And Compliance Consultant
    Crowe
    Washington, Dc, Us
    View
  • Keybank
    Private Client Banker
    Keybank Jun 2023 - Present
    Cater to individuals to define their investment goals and escalating them to a financial advisorResolve issues with client accounts and ensure they meet their financial wellness goalsObtained Series 6, Series 63 and Life & Health Insurance License
    View
  • Keybank
    Retail Banker
    Keybank May 2022 - Aug 2022
    Pennsylvania, United States
    Collaborated with fellow interns to revamp “Bank at Work” program to offer banking incentives to employeesForged customer relationships by maintaining personal and business bank accounts of different clients Assisted branch manager in building rapport with small business clients by resolving technical issues
    View
  • Tavistock Country Club
    Caddie
    Tavistock Country Club Apr 2015 - Jan 2021
    Haddonfield, New Jersey, United States
    Provided efficient customer service while working with golfers of different personalities Responsible for working with team of to ensure customers had an excellent experience Mentored new caddies and taught them strategies to accelerate at their new job
    View
  • J & J Staffing Resources
    Worker
    J & J Staffing Resources Apr 2020 - Aug 2020
    Cherry Hill, New Jersey, United States
    Collaborated with different managers and workers to complete tasks using the most efficient methodsBolstered production of SAR Finishing with youthful presence working with them for 4+ weeks
    View

Thomas Casper Education Details

Frequently Asked Questions about Thomas Casper

What company does Thomas Casper work for?

Thomas Casper works for Crowe

What is Thomas Casper's role at the current company?

Thomas Casper's current role is Risk and Compliance Consultant.

What schools did Thomas Casper attend?

Thomas Casper attended Villanova University, Haddonfield Memorial High School.

Who are Thomas Casper's colleagues?

Thomas Casper's colleagues are Connie Jones, Khua Line, Nicole Herron, Brenna Rudary, Sherra Grissom, Rafiqullah Patang, Brian Toerber, Cfp®.

Not the Thomas Casper you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.