Casey Halliley is a financial literacy educator who motivates and inspires young professionals to take control of their personal finances so they can live the lives they want and they deserve.
Casey has her BA with a Major in Sociology and a Minor in Public and Community Service from Providence College and her Masters in Public Administration specializing in Finance from NYU. She spent the bulk of her career working on the trading floor at Citibank - in Foreign Exchange (FX), and Barclays Bank PLC, in Structured Credit Products (SCP) trading; Credit Default Swaps (CDS), Collateralized Debt Obligations (CDO), CDS on Asset Backed Securities (CDS on ABS), Bespoke Collateralized Synthetic Obligations (CSO) and any other product with a three-letter acronym she could find.
After fifteen years on Wall Street, she founded Wealthology to teach her unique curriculum to young professionals. In addition to her corporate training work, she consults for a Registered Investment Advisor, teaches financial literacy games to at-risk teens at a Crisis Center, advises a digital insurance company on their educational content and sits on the Board for The Center for Continuing Education.
When she’s not working on colossal risk management excel spreadsheets or speaking at corporate training programs, you’ll find Casey cooking, devouring books, or carpooling her four kids around town.