Joe Casey
Wealth Management associate
Talent
West Columbia, SCMember since August 3, 2026
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About
Monitor and investigate potential fraud, identify risk factors that can contribute to data breaches, pursue assisted action in regaining control of customer accounts as well as reporting findings tooth authorities as needed
Experience
Wealth Management associate - Merrill Lynch - Columbia, SC
(2024-01 - 2026-01)
- Monitor and investigate potential fraud, identify risk factors that can contribute to data breaches, pursue assisted action in regaining control of customer accounts as well as reporting findings tooth authorities as needed
Education
Bachelor's degree - Finance - Regis University (2020)
