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Cfp Margaret Huang Casey

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Cfp Margaret Huang Casey

Chief Service Officer | SignatureFD

United States

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Cfp Margaret Huang Casey

Summary

Margaret Huang Casey is a seasoned Chief Service Officer with over two decades of experience in wealth management and financial services. She has a proven track record in client service, strategic leadership, and operational excellence, making her a pivotal figure in her industry. Margaret is not only dedicated to enhancing business performance but also passionate about promoting diversity, equity, and inclusion. Her involvement in charitable causes indicates a commitment to social responsibility, particularly in empowering underrepresented communities. With a rich educational background from prestigious institutions like Brown University and LSE, she combines academic rigor with practical expertise. Margaret's leadership style is characterized by collaborative problem-solving and relationship development, making her a super connector in her professional network. She has been recognized with multiple awards for her contributions to the industry, further underscoring her influence and dedication. Currently based in Atlanta, Georgia, she continues to shape the future of financial services through her innovative approaches and strategic insights.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Sustainability

Organisational experience

Corporate Experience

Cfp Margaret Huang Casey

Work Experience

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Chief Service Officer at

SignatureFD

October 2022 - Present

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Partner/COO/CCO/Advisor at

Durbin Bennett - Private Wealth Management, LLC

May 2012 - May 2022

💼

Business Consultant at

Private Ria

February 2010 - May 2012

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Technology and Operations Manager at

Cerity Partners

May 2001 - November 2009

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TAP Associate at

Capital Group

September 1999 - November 2000

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Cfp Margaret Huang Casey

Education

Frequently Asked Questions about Cfp Margaret Huang Casey

What is Cfp Margaret Huang Casey email address?

Cfp Margaret Huang Casey's primary email address is *************@durbinbennettwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Margaret Huang Casey work for?

Cfp Margaret Huang Casey is a Chief Service Officer at SignatureFD, a company specializing in Functions related to depository banking.

Where Cfp Margaret Huang Casey graduated from?

Cfp Margaret Huang Casey holds a degree in Development Management from London School of Economics and Political Science.

How can I directly contact Cfp Margaret Huang Casey?

To contact Cfp Margaret Huang Casey directly, you can use the email address *************@durbinbennettwealth.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Margaret Huang Casey?

Margaret Huang Casey is a seasoned Chief Service Officer with over two decades of experience in wealth management and financial services. She has a proven track record in client service, strategic leadership, and operational excellence, making her a pivotal figure in her industry. Margaret is not only dedicated to enhancing business performance but also passionate about promoting diversity, equity, and inclusion. Her involvement in charitable causes indicates a commitment to social responsibility, particularly in empowering underrepresented communities. With a rich educational background from prestigious institutions like Brown University and LSE, she combines academic rigor with practical expertise. Margaret's leadership style is characterized by collaborative problem-solving and relationship development, making her a super connector in her professional network. She has been recognized with multiple awards for her contributions to the industry, further underscoring her influence and dedication. Currently based in Atlanta, Georgia, she continues to shape the future of financial services through her innovative approaches and strategic insights.

Cfp`s contact details

mail

*************@durbinbennettwealth.com

**************@bigfoot.com

**************@signaturefd.com

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