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Casey Roberts
Casey Roberts
Chief Business Development Officer | Equity Trust Company
Boston, Massachusetts, United States
Casey Roberts
Summary
Casey Roberts is a seasoned Chief Business Development Officer at Equity Trust Co, specializing in innovative sales and marketing strategies within the financial services sector. With over 25 years of experience, Casey has a proven track record in leading sales organizations and developing integrated marketing programs that drive referral generation and product distribution. His expertise spans a wide range of financial domains, including retirement planning, investment advisory, and risk management. Casey's leadership style is characterized by his ability to motivate teams and exceed client expectations, as demonstrated in his previous roles at Citizens Investment Services and Sovereign Bank Santander. He holds multiple FINRA licenses and state insurance licenses, showcasing his commitment to professional development. Outside of work, Casey is passionate about exploring emerging technologies and their impact on finance, reflecting his forward-thinking approach in an ever-evolving industry.
Casey Roberts
Work Experience
Chief Business Development Officer at
Equity Trust Company
November 2019 - Present
Sr.Regional Sales Manager at
Citizens Wealth Management
January 2013 - November 2019
Director of Sales - New England at
Citizens Wealth Management
February 2016 - November 2019
EVP, National Sales Manager at
Truebridge Financial Marketing
January 2012 - December 2012
President at
Sovereignsantander Insurance Services
June 2008 - January 2012
Director- Retail Investments at
Sovereign Bank Santander
January 2000 - January 2012
Regional Sales Director at
Bankbostonfleet Boston
January 1993 - January 1999
Casey Roberts
Education
January 1982 - January 1986
Frequently Asked Questions about Casey Roberts
What is Casey Roberts email address?
Casey Roberts's primary email address is *********@trustetc.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Casey Roberts work for?
Casey Roberts is a Chief Business Development Officer at Equity Trust Company, a company specializing in Functions related to depository banking.
Where Casey Roberts graduated from?
Casey Roberts holds a degree in from Boston College.
How can I directly contact Casey Roberts?
To contact Casey Roberts directly, you can use the email address *********@trustetc.com. Complete contact information is available upon registration with Muraena.
Who is Casey Roberts?
Casey Roberts is a seasoned Chief Business Development Officer at Equity Trust Co, specializing in innovative sales and marketing strategies within the financial services sector. With over 25 years of experience, Casey has a proven track record in leading sales organizations and developing integrated marketing programs that drive referral generation and product distribution. His expertise spans a wide range of financial domains, including retirement planning, investment advisory, and risk management. Casey's leadership style is characterized by his ability to motivate teams and exceed client expectations, as demonstrated in his previous roles at Citizens Investment Services and Sovereign Bank Santander. He holds multiple FINRA licenses and state insurance licenses, showcasing his commitment to professional development. Outside of work, Casey is passionate about exploring emerging technologies and their impact on finance, reflecting his forward-thinking approach in an ever-evolving industry.
Casey`s contact details
*********@trustetc.com
Colleagues
Consultant
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Owner/Founder
President / CFO
Bhagyodaya Chit's Pravete Limited.
Chief Legal Officer and Chief Administrative Officer
Senior Vice President - Head of Specialty Services
Chief Technology Officer
Chief Product and Strategy Officer
Vice President, Head Of Marketing