Bill Casey

Principal, Senior Financial Advisor at HBKS Wealth Advisors

Role
Principal, Senior Financial Advisor at HBKS Wealth Advisors
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bill Casey

Firm partner and senior financial advisor with a history of working closely with clients…

Experience

  1. Principal, Senior Financial Advisor

    HBKS Wealth Advisors

    Oct 2017 — Present · Philadelphia, PA, US

Education

  • Lafayette College

    BA, Economics and Finance

    1981 — 1985

  • Fox School of Business at Temple University

    MBA

    1997 — 1999

Skills

  • Credit
  • Wealth Management
  • Treasury
  • Cash Management
  • Portfolio Management
  • Mergers
  • Fixed Income
  • Capital Markets
  • Finance
  • Hedging
  • Banking
  • Treasury Management
  • Risk Management
  • Liquidity Management
  • Securities

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Bill Casey — Principal, Senior Financial Advisor at HBKS Wealth Advisors in Philadelphia, PA, US | Unifers