Casey G.

Casey G. is a seasoned professional in the retirement planning industry, currently serving as a Retirement Plan Specialist at Equitable since December 2023. Prior experience includes key leadership roles such as Director of Internal Sales at PCS Retirement and National Sales Desk Manager for Equitable's Employer Sponsored Business. Casey's career spans various positions, including Senior 401(k) Internal Wholesaler at AXA Distributors and Associate in the Business Retirement Group at J.P. Morgan. Notable earlier roles encompassed Regional Retirement Representative at OppenheimerFunds and Recruiting Specialist at UBS Financial Services Inc. Casey holds an MBA in Management Information Systems from Saint Peter's University, earned between 1992 and 1995.