Casey Fitzpatrick

Advisor & Community Liaison at Thiesen Dueker Modern Wealth Management

Role: Relationship Manager at Thiesen Dueker Modern Wealth Management
Location: Fresno, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Casey Fitzpatrick

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA…

Experience

Relationship Manager
Thiesen Dueker Modern Wealth Management
Oct 2018 — Present

Skills

Human Resources
Performance Management
Talent Acquisition
Social Media
Management
Start-Ups
Marketing
Strategy
Project Management
Applicant Tracking Systems

Contact information

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Work email
•••••@thiesendueker.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••70

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Current company

Thiesen Dueker Modern Wealth Management

Financial Services · 15 employees · Fresno, California, United States

Thiesen Dueker is an independent financial consulting firm headquartered in Fresno, California with locations serving clients throughout the State. The company is known for its modern wealth management practices including the use of leading-edge financial smartware and a unique advisory-team approach to develop and evaluate financial plans for individuals. Thiesen Dueker and its team members also offer their time, talents, and treasures to benefit organizations that improve quality of life, from local sports teams to non-profit organizations helping children in need. Thiesen Dueker also offers 401(k) Specialists, a division of professionals dedicated to helping companies and their participating employees manage their 401(k) plans. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Thiesen Dueker Financial Consulting Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

thiesendueker.com

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About Casey Fitzpatrick

Experience

Relationship Manager

Skills

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