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
Principal, Senior Financial Advisor
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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