Sign In
Get Clay Free →

Suggestions

    Erik Cascio

    Founder & Owner of Golden Tree Wealth Partners

    Erik Cascio is an experienced professional in the insurance and financial industry, providing a wide range of products to cater to various financial needs such as college funding, retirement planning, long-term care costs management, and lifetime income strategies.

    He holds a B.S. in Marketing from DePaul University and has a rich professional background with leadership roles in reputable organizations.

    Erik is currently the CEO/Founder of Golden Tree Wealth Partners and has previously served as the Managing Director at WestPoint Financial Group, Co-Founder at Executive Experience, and held senior positions at MassMutual and NYLIFE Securities LLC.

    His diverse career includes roles as a Partner, Agent, and Financial Services Professional at NYLIFE Securities LLC, as well as managerial positions at Blue Oak Holdings, JPMorgan Chase & Co., and Best Buy.

    Erik Cascio's expertise spans across various sectors, having worked as a Relationship Banker, Licensed Personal Banker, Operations Manager, and Business Consultant in his professional journey.

    His wealth of experience extends to roles such as Best Buy Mobile Manager, Customer Solutions Manager, and Branch Manager, showcasing his versatility and skills in managing diverse portfolios.

    With his educational background, extensive experience, and leadership roles in renowned organizations, Erik Cascio is well-equipped to provide tailored financial solutions to meet the unique needs of his clients.

    Erik Cascio
    Add to my network

    Location

    Greater Chicago Area