Casey Brooks

Casey Brooks

Client Operations Manager
Fort Worth, Texas, United States

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Work Experience

SageView Advisory Group

Client Operations Manager

2021-09-01 - Present

7 Cups

Active Listener

2018-05-01 - Present

Crisis Text Line

Crisis Counselor / Spike Team Captain / Network Facilitator

2015-06-01 - Present

Bloomfield Investment Group-Texas

Client Operations Manager

2021-04-01 - 2021-09-01

Haigood and Campbell

Office Manager

2020-07-01 - 2021-04-01

Hood County Adult Probation

Intern

2016-08-01 - 2017-05-01

Hutton Financial Advisors

Director of Marketing and Communications

2009-05-01 - 2019-10-01

Skills

retirement plan & investment consulting fiduciary risk management plan design consulting actuarial consulting financial wellness wealth management financial planning

Languages

English