Patrick A. Casey
Algemeen Directeur bij Perkins Coie Trust Co. LLC
Profiel
Mr. Patrick A.
Casey is President & Chief Executive Officer at Perkins Coie Trust Co. LLC.
He is responsible for overall management of trust and investment functions, including oversight of policies and processes.
Additionally, Patrick holds the designation of Certified Trust and Financial Advisor, and he provides wealth and investment planning services for clients.
He is a senior trust professional with over 30 years of financial services industry experience, advising private clients in areas of banking, trust and investment services.
Prior to joining Perkins Coie Trust Company, he was the Vice President & Wealth Advisor for Wells Fargo, focusing on wealth planning and providing comprehensive solutions for high net worth multi-generational families, foundations and corporate executives.
He has also held senior positions with Bank of America and Merrill Lynch Trust Company.
Previously he was working at Agros International (2009 - 2011) and Big Brother of Los Angeles, 1990 - 1992.
He received his undergraduate degree from St. John's University and an MBA from Fairleigh Dickinson University.
Actieve functies van Patrick A. Casey
| Bedrijven | Functie | Begin |
|---|---|---|
Perkins Coie Trust Co. LLC
 Perkins Coie Trust Co. LLC Investment ManagersFinance Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments. | Algemeen Directeur | 01-11-2012 |
Eerdere bekende functies van Patrick A. Casey
| Bedrijven | Functie | Einde |
|---|---|---|
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Opleiding van Patrick A. Casey
| Fairleigh Dickinson University | Masters Business Admin |
| St. John's University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Perkins Coie Trust Co. LLC
Perkins Coie Trust Co. LLC Investment ManagersFinance Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments. | Finance |
