Elizabeth Casey

Elizabeth Casey

Financial Services Representative And Agent @ Transamerica

About Elizabeth Casey

Elizabeth Casey is a Financial Services Representative and Agent at Transamerica, where she has worked since 2015. With a background in business development and customer experience, she has over four years of experience in the financial services industry.

Work at Transamerica

Elizabeth Casey has been employed at Transamerica as a Financial Services Representative and Agent since 2015. In her role, she focuses on new business development and implements strategic and tactical sales strategies. Her tenure at Transamerica spans over nine years, during which she has contributed to enhancing customer experience and driving client growth in the financial services sector.

Previous Experience in Financial Services

Before joining Transamerica, Elizabeth Casey worked at American Income Life Insurance Company as a Master General Agent from 2012 to 2015. In this position, she gained valuable experience in the financial services industry, which has contributed to her expertise in enhancing productivity and organizational performance.

Education and Expertise

Elizabeth Casey studied at The Catholic University of America, where she earned a Bachelor of Arts degree in Spanish from 2008 to 2012. She also attended Shady Side Academy from 2002 to 2006. Her educational background supports her professional focus on customer experience and business development.

Background in Coaching and Service Roles

In addition to her financial services career, Elizabeth has experience in coaching and customer service. She served as a Coach for Girls on the Run - DC in 2011 for three months. Earlier in her career, she worked as a Server at Bar Louie in Addison, Texas, from 2009 to 2010, where she developed skills in customer interaction and service.

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