Casey W

Casey W

Investment Counselor Group Manager
Vancouver, Washington, United States

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Work Experience

Fisher Investments

Investment Counselor Group Manager

2022-06-01 - Present

Vanguard

Ultra High Net Worth Client Consultant

2019-10-01 - 2020-02-01

Northwestern Mutual

Financial Representative Intern

2015-11-01 - 2016-06-01

VyStar Credit Union

Student Manager Supervisor

2010-05-01 - 2013-05-01

Skills

financial services portfolio management investment advice retirement planning retirement investment planning

Languages

English Italian French Spanish