Casey Nickels
Passionately developing parallel systems in Financial Technology and helping Family Offices source alternative investments.
- Role
- Co-founder & CEO at Providence Wealth Systems
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Casey Nickels
I typically spend time with individuals and business owners who have felt the burden of…
Experience
Co-founder & CEO
Mar 2023 — Present · Atlanta, GA, US
Providence Wealth Systems integrates estate planning, asset management and insurance procurement to optimize client outcomes in our proprietary cashflow distribution methodology, the Living Benefit Estate PlanTM.LBEP(TM) integrates and optimizes 3 historically disintegrated planning verticals- Estate Planning - Asset Management - Insurance
Education
University of Georgia - Terry College of Business
BBA, Finance
2006 — 2010
University of Georgia - Terry College of Business
Bachelor's degree, Finance
2006 — 2010
Skills
- Mergers & Acquisitions
- Financial Modeling
- Customer Service
- Data Analysis
- Leadership
- Corporate Finance
- Bloomberg
- Valuation
- Microsoft Office
- Financial Analysis
- Leveraged Finance
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