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Karen Sue Casillas, 61474 Tree Hollow Ct, Simi Valley, CA 93065

Karen Casillas Phones & Addresses

474 Tree Hollow Ct, Simi Valley, CA 93065    805-5599905   

Thousand Oaks, CA   

Dallas, TX   

3112 Monette Ln, Plano, TX 75025    972-4913855   

Corona, CA   

Upland, CA   

Fountain Valley, CA   

Morris Plains, NJ   

Ventura, CA   

474 Tree Hollow Ct, Simi Valley, CA 93065   

Work

Position: Transportation and Material Moving Occupations

Education

Degree: Associate degree or higher

Mentions for Karen Sue Casillas

Karen Casillas resumes & CV records

Resumes

Karen Casillas Photo 43

Vice President, Financial Advisor

Location:
4208 Six Forks Rd, Raleigh, NC 27609
Industry:
Investment Management
Work:
401 Advisors Oct 2007 - Jan 2012
Plan Consultant Director
Captrust Oct 2007 - Jan 2012
Vice President, Financial Advisor
Ing Jan 2006 - Nov 2007
Client Relations Manager
Fidelity Investments May 1995 - Mar 2003
Vice President
American Funds Mar 1989 - May 1995
Team Leader
Education:
University of Redlands
University of California, Davis
Bachelors, Bachelor of Science, Economics
Skills:
Retirement Plan Consulting, Fiduciary Management, Investment Advisory, Financial Advisory, Consulting, Committee Liaison, Erisa, Retirement Planning, Investment Strategies, Pensions, Defined Benefit, Asset Allocation, Qualified Retirement Plans, Asset Managment, Non Qualified Deferred Compensation, Defined Contribution, 401K, Series 7, Iar, Mutual Funds, Wealth Management, Investments, Retirement, Asset Management, Alternative Investments, Strategic Financial Planning, Relationship Management, Series 63, Employee Benefits, Financial Services, Securities
Karen Casillas Photo 44

Karen Casillas

Work:
Amer Group Jul 1999 - Jun 2012
Supervise Reservations
Karen Casillas Photo 45

Karen Cass Casillas

Karen Casillas Photo 46

Karen Casillas

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