Casey Schaefer

Casey Schaefer, CAMS, is currently the Manager of Risk Management & Investigations at Charles Schwab, where they conduct enhanced due diligence and produce comprehensive memos on high-risk clients. Previously, Casey served as a Senior Internal Auditor at OppenheimerFunds, evaluating internal controls and leading audits on regulatory compliance. Prior to that, Casey worked as a Financial/Credit Analyst at RBC and held various consulting roles. Casey holds an MBA in Finance and Accounting from Georgia Institute of Technology and is pursuing a BBA in Finance from the University of Georgia.