Karen Casillas
Keine laufenden Positionen mehr
Profil
Ms. Karen Casillas is Vice President & Financial Advisor at CapFinancial Partners LLC.
She joined the firm in 2012.
Ms. Casillas was previously employed as Plan Consultant Director by 401, Relations Manager by ING North America Insurance Corp., Vice President by Pyramis Global Advisors LLC, and Team Leader by American Funds EuroPacific Growth Fund.
She received her Bachelor of Science degree in economics from the University of California, Davis.
Ehemalige bekannte Positionen von Karen Casillas
| Unternehmen | Position | Ende |
|---|---|---|
NFP Retirement, Inc.
 NFP Retirement, Inc. Investment ManagersFinance Part of NFP Holdings LLC, NFP Retirement, Inc. is a company that offers game-changing solutions for businesses to factor in all the considerations of employee and compliance needs. The company is based in Aliso Viejo, CA and was founded in 2000. The company provides provider searches and fee benchmarks as cornerstones of their service model, using an RFP approach to ensure that apples-to-apples comparisons are used. | Corporate Officer/Principal | 31.12.2011 |
Voya Services Co.
 Voya Services Co. Life/Health InsuranceFinance Voya Services Co. offers insurance and other financial investment services. The firm offers retirement plans, life insurance, mutual funds, managed accounts, alternative investments, direct banking, institutional investment management, employee benefits, and financial planning. The company was founded in 1983 and is headquartered in Atlanta, Georgia. | Corporate Officer/Principal | 30.11.2007 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 01.03.2003 |
| EuroPacific Growth Fund | Corporate Officer/Principal | 30.04.1995 |
Ausbildung von Karen Casillas
| University of California, Davis | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
NFP Retirement, Inc.
NFP Retirement, Inc. Investment ManagersFinance Part of NFP Holdings LLC, NFP Retirement, Inc. is a company that offers game-changing solutions for businesses to factor in all the considerations of employee and compliance needs. The company is based in Aliso Viejo, CA and was founded in 2000. The company provides provider searches and fee benchmarks as cornerstones of their service model, using an RFP approach to ensure that apples-to-apples comparisons are used. | Finance |
Voya Services Co.
Voya Services Co. Life/Health InsuranceFinance Voya Services Co. offers insurance and other financial investment services. The firm offers retirement plans, life insurance, mutual funds, managed accounts, alternative investments, direct banking, institutional investment management, employee benefits, and financial planning. The company was founded in 1983 and is headquartered in Atlanta, Georgia. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
| EuroPacific Growth Fund | Miscellaneous |
