Talk to sales Try for Free
Casey Veach, CFA, CFP®

Casey veach, cfa, cfp®

bookmark on deepenrich
location of Casey Veach, CFA, CFP®Canton, Michigan, United States
Phone number of Casey Veach, CFA, CFP®+91 xxxx xxxxx
Followers of Casey Veach, CFA, CFP®818 followers

  • Timeline

    Jan 2008 - Jan 2012

    Student

    Michigan State University
    Aug 2012 - Dec 2022

    Manager

    Plante Moran
    Southfield, Michigan
    Current Company
    Dec 2022 - now

    Senior Vice President | Financial Advisor

    CAPTRUST
    Southfield, Michigan, United States

  • About me

    Senior Vice President | Financial Advisor at CAPTRUST

  • Education

    • Michigan state university

      2008 - 2012
      Bachelor of arts finance

      Activities and Societies: - MSU Finance Association - MSU Student Investment Association

  • Experience

    • Michigan state university

      Jan 2008 - Jan 2012
      Student

    • Plante moran

      Aug 2012 - Dec 2022

      • Manager

        Jul 2019 - Dec 2022

      • Associate

        Jul 2017 - Jun 2019

      • Senior Financial Advisor

        Jul 2014 - Jun 2017

      • Investment Research Analyst

        Aug 2012 - Jul 2014

    • Captrust

      Dec 2022 - now

      • Senior Vice President | Financial Advisor

        Jan 2024 - now

      • Vice President | Financial Advisor

        Dec 2022 - Jan 2024

  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Cfa institute
      Sept 2016
      View certificate certificate

    • Certified financial planner (cfp)

      Cfp board
      Aug 2022