Casey McPartlon is a Financial Services Representative at Fidelity, bringing over 10 years of banking experience, including 8 years in the middle office of investment banking. Casey has held multiple roles at Citizens Financial Group, Inc., culminating as a Senior Analysis & Reporting Analyst, Vice President in Capital Markets & Advisory, where they implemented significant process efficiencies and led technology initiatives. Casey earned a Bachelor’s Degree in Finance and Management and an MBA from Providence College, and is currently pursuing the Certified Financial Planner (CFP) designation. Fully licensed with SIE, S7, and S66 accreditations, Casey excels in client-facing responsibilities and providing tailored financial solutions.
Location
Boston, United States