Casey Odonnell
External Investment Product Consultant at New York Life
- Role
- Senior Representative, Investments, External Solutions Consultant at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Casey Odonnell
My current role is New York Life is a External Investment Product Consultant. I travel…
Experience
Senior Representative, Investments, External Solutions Consultant
Apr 2023 — Present · US
Education
Lynn University
Bachelor of Science, Business Administration and Management, General
Lynn University
Bachelor of science, Business Administration and Management, General
2006 — 2010
Lynn University
Master of Business Administration, Finance, General
Lynn University
Master of Business Administration (M.B.A.), Finance
2010 — 2012
Skills
- Investments
- Strategic Financial Planning
- Microsoft Excel
- Iwork
- Bloomberg
- Due Diligence
- Valuation
- Portfolio Management
- Series 63
- Finance
- Trading
- Investment Banking
- Financial Planning
- Alternative Investments
- Private Equity
- Series 7
- Sales
- Securities
- Equities
- Microsoft Word
- Mutual Funds
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