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Casey Oualaalou
Manager, Research and Resolution Team at T. Rowe Price
Seasoned professional with expertise in public speaking, leadership, and sales.
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Location
Baltimore, Maryland, United States, US
Skills
- Public Speaking
- Leadership
- Customer Service
- Microsoft Office
- Conversational In Spanish
- Show all
Bio
Generated by
Topline AI
Casey Oualaalou is a seasoned professional with expertise in public speaking, leadership, customer service, and sales. She holds various certifications, including FINRA Series 7 and Series 63, and has worked in roles such as Manager, Research and Resolution Team at T. Rowe Price and Marketing Research Intern at Loyola University Maryland.
She is also skilled in Microsoft Office, Quickbooks, Salesforce, and brand ambassadorship, with experience in event planning. Casey is a part-time MBA student at The Johns Hopkins University - Carey Business School, expected to graduate in May 2026.
With a strong educational background and diverse work experience, Casey is well-equipped to excel in various industries and roles.
Credentials
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Series 7
FINRAMar, 2024- May, 2026 -
Series 63
NASAAMar, 2023- May, 2026 -
Series 6
FINRADec, 2022- May, 2026 -
SIE
FINRANov, 2022- May, 2026 -
Advanced Google Analytics
GoogleDec, 2020- May, 2026 -
Mastery of SQL (Structured Query Language)
Loyola University Maryland Sellinger School of Business and ManagementDec, 2020- May, 2026 -
Digital Marketing Mimic Pro Simulation
StukentNov, 2020- May, 2026 -
2020 EDGE Summer Series
Marketing EDGEJul, 2020- May, 2026 -
Google Analytics for Beginners
GoogleNov, 2020- May, 2026 -
Content Marketing and SEO Fundamentals
SEMrushDec, 2020- May, 2026 -
SEMrush for Digital Agencies Certification
SEMrushDec, 2020- May, 2026
Experience
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United States
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Financial Services
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700 & Above Employee
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Manager, Research and Resolution Team
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Dec 2023 - Present
FINRA Series 7 Certification
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Supervisor, Individual Investor Client Processing
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Aug 2023 - Dec 2023
EDGE Leadership Development Cohort Graduate
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Team Lead, Workplace Investors
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Jun 2022 - Aug 2023
FINRA Series 6 & Series 63 Certifications
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Workplace Investment Specialist
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Jul 2021 - Jun 2022
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Loyola University Maryland
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Baltimore, Maryland, United States
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Marketing Research Intern
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Feb 2021 - May 2021
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Baltimore, Maryland, United States
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TBC
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Baltimore, Maryland, United States
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Account Management Intern
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Sep 2020 - Dec 2020
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Baltimore, Maryland, United States
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The Next Step Realty
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New York City Metropolitan Area
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Sales & Marketing Intern
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May 2020 - Aug 2020
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New York City Metropolitan Area
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The Next Step Realty
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New York City Metropolitan Area
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Finance Intern
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May 2019 - Aug 2019
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New York City Metropolitan Area
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TOWN OF HUNTINGTON
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Huntington, New York
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Operations Intern
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May 2018 - Aug 2018
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Huntington, New York
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Rosenthal & Mintz, LLP
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Hauppauge, NY
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Legal Intern
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Jun 2016 - Aug 2016
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Hauppauge, NY
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Education
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2024 - 2026The Johns Hopkins University - Carey Business School
Master of Business Administration - MBA, Finance and Financial Management Services -
2017 - 2021
Loyola University Maryland
Bachelor's degree, BBA, Marketing, Minor: Information Systems -
2019 - 2019
CEFAM Centre d'Études Franco-Américain de Management
Bachelor's degree, BBA -
2013 - 2017
Elwood/John Glenn High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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