With work experience over 29 years, this professional is currently working at Barrington Partners as a Partner. Casey received his education from 2005 to 2007 at the Yale University New Haven. This person has earned certifications in : Series 79, Series 63, and Financial Industry Regulatory Authority (Finra). they speak Spanish fluently. This person can be found in Hamilton, Massachusetts. To contact Casey, you can look for their phone number or e-mail address or find further information by requesting access to this person's additional details.
Name variants:
Kasey Kokos
Last updated Jul 03, 2024
Contact Information
Last Update
Jun 23, 2022
Email
ca**@yahoo.com, ca**@kokosstrategic.com
Location
Hamilton, MA
Company
Workplace
Partner
Boston, MA
Industry
Financial Services, Accountant, Process & Logistics Consulting Svcs
Colleagues
Work History
Partner
Greater Boston Area
Barrington Partners specializes in providing consulting, research and investment banking advisory to the global investment management industry.
from 2012
Vice President, Strategy and Corporate Development
Greater Boston Area
Senior Management Group member responsible for establishing strategic objectives, managing capital allocation and coordinating corporate development activities for an asset management firm w...
2009 — 2012
Senior Manager, Financial Services Practice
London, United Kingdom
Managed the execution of management strategy and corporate finance advisory projects at a top financial services consulting firm. Clients included global asset managers and top-tier private...
2007 — 2009
Assistant Vice President, Corporate Development
Greater Boston Area
Directed teams responsible for defining and implementing firm strategic goals. Primary focus was improving product and distribution capabilities. Associated with completed deals totaling o...
2003 — 2005
Associate, Investment Banking / Private Equity
Greater New York City Area
Supported senior banking professionals in the execution of private-equity investments, fund raisings, leveraged financings (public and private debt) and mezzanine-debt placements. Total ann...
1999 — 2003
Education
MBA in Investment Management and Strategy
New Haven, CT
Jan 2005 — Jan 2007
2005 — 2007
1995 — 1999
1991 — 1995
Occupations
Executive
Chief Executive Officer
Partner
Accountant
Finance and Accounting Specialist
Vice President
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Mergers and Acquisitions
Investments
Asset Management
Due Diligence
Private Equity
Financial Modeling
Investment Banking
Strategy
Corporate Finance
Finance
Valuation
Management Consulting
Mergers
Hedge Funds
Equities
Investment Management
Investment Strategies
Portfolio Management
Strategic Planning
Business Strategy
Start Ups
Alternative Investments
Leadership
Strategy Development
Succession Planning
Restructuring
Capital Budgeting
Executive Compensation
Recruitment/Retention
Integration
Distribution
Financial Analysis
Corporate Development
Venture Capital
Competitive Analysis
Capital Markets
Business Planning
Fixed Income
Financial Management
Negotiation
Business Analysis
Wealth Management
Series 63
Series 79
Business Development
Management
Project Management
Strategic Partnerships
Entrepreneurship
Financial Services
FAQs about Casey Kokos
What is the main profession of Casey Kokos?
This professional's job is Partner
What are the main profession of This professional?
These person's professions are Executive and Chief Executive Officer
Where does Casey Kokos live?
Hamilton, Massachusetts is the place where Casey Kokos lives
What is Casey Kokos's email?
The professional's email is ca**@yahoo.com and ca**@kokosstrategic.com.
Where did Casey Kokos work?
This person worked at Barrington Partners, Old Mutual Asset Management.
Where has Casey Kokos studied?
Casey studied at the Yale University New Haven from 2005 to 2007.
What are the certifications of Casey Kokos?
This expert received the following certifications: Series 79, Series 63, and Financial Industry Regulatory Authority (Finra).
What languages does Casey Kokos speak?
Casey Kokos speaks Spanish.