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Casey Roberts

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Casey Roberts

Chief Business Development Officer | Equity Trust Company

Boston, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Casey Roberts

Work Experience

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Chief Business Development Officer at

Equity Trust Company

November 2019 - Present

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Sr.Regional Sales Manager at

Citizens Wealth Management

January 2013 - November 2019

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Director of Sales - New England at

Citizens Wealth Management

February 2016 - November 2019

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EVP, National Sales Manager at

Truebridge Financial Marketing

January 2012 - December 2012

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President at

Sovereignsantander Insurance Services

June 2008 - January 2012

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Director- Retail Investments at

Sovereign Bank Santander

January 2000 - January 2012

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Regional Sales Director at

Bankbostonfleet Boston

January 1993 - January 1999

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Casey Roberts

Education

Boston College

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

mail

*********@trustetc.com

Colleagues

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Scott Homuth

Consultant

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George Sullivan

Chief Executive Officer

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Richard Desich

Owner/Founder

Mike

President / CFO

Ramachandrashekhar Vaitla

Bhagyodaya Chit's Pravete Limited.

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Beth Jerdonek

Chief Legal Officer and Chief Administrative Officer

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Daniel Hanlon

Senior Vice President - Head of Specialty Services

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Joe Stolz

Chief Technology Officer

Renee Albert

Chief Product and Strategy Officer

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David Drotos

Vice President, Head Of Marketing

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