Advisory Team

800.301.6196 | 214.703.7918 Fax | Contact the Advisory Team

Select "See bio" below to learn more about an Advisor.

Team Leadership & Support

Casey Peterson

Mar 3, 2020, 14:06 PM
Name : Casey Peterson
Location :
City :
State :

Casey works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis and strategic planning.

Prior to joining Catalyst Strategic Solutions in 2000, Casey spent 10 years managing asset/liability initiatives and investment portfolios for community banks and a commercial bank holding company.

Casey graduated from Angelo State University with a bachelor's degree in business administration, majoring in finance.

Senior Advisor
Casey-Peterson

Advisors

Casey Peterson

Mar 3, 2020, 14:06 PM
Name : Casey Peterson
Location :
City :
State :

Casey works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis and strategic planning.

Prior to joining Catalyst Strategic Solutions in 2000, Casey spent 10 years managing asset/liability initiatives and investment portfolios for community banks and a commercial bank holding company.

Casey graduated from Angelo State University with a bachelor's degree in business administration, majoring in finance.

Senior Advisor
Casey-Peterson