Casey Macdonald

Director of Advisor Onboarding & Success at Riskalyze
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Internet Publishing
    • 1 - 100 Employee
    • Director of Advisor Onboarding & Success
      • Feb 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Customer Engagement Manager
      • Jan 2022 - Mar 2022

    • Customer Engagement Manager
      • Dec 2018 - Dec 2021

    • Operations Analyst
      • May 2018 - Dec 2018

    • Client Support Manager
      • May 2017 - May 2018

    • Morningstar Development Program
      • Sep 2016 - May 2017

Education

  • University of Notre Dame
    Master’s Degree, Global Health
    2015 - 2016
  • University of Notre Dame
    Bachelor’s Degree, Psychology and Preprofessional Studies
    2011 - 2015

Community

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