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Cfp Margaret Huang Casey
Cfp Margaret Huang Casey
Chief Service Officer | SignatureFD
United States
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.
Cfp Margaret Huang Casey
Work Experience
Chief Service Officer at
SignatureFD
October 2022 - Present
Partner/COO/CCO/Advisor at
Durbin Bennett - Private Wealth Management, LLC
May 2012 - May 2022
Business Consultant at
Private Ria
February 2010 - May 2012
Technology and Operations Manager at
Cerity Partners
May 2001 - November 2009
TAP Associate at
Capital Group
September 1999 - November 2000
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
*************@durbinbennettwealth.com
**************@bigfoot.com
**************@signaturefd.com
Colleagues
Partner, Chief Financial and People Officer
Partner, Chief Information Officer
Chief Marketing Officer and Partner
Chief Marketing Officer and Partner
Co-Founder and Chief Wealth Officer
Partner, Chief Compliance Officer
Chief Advisory Officer
Chief Executive Officer
Partner
Partner, Chief Planning Officer