Our Company

Wassan M. Kasey

Business Development Officer - Financial Risk Management, Fund Advisory Services
Chicago, IL, US

Tel: +1 312 4990677

E-Mail | Download bio | VCard

Professional Designations

  • Series 7, 63 & 65 securities licenses
  • MA Insurance License - Life, Health, Variable

Education

  • BS, Business Administration (Double emphasis: Management and Corporate Finance), University of Southern California, Marshall School of Business
  • Double Emphasis: Management and Corporate Finance

Current Responsibility

Wassan manages the Western Sales Division for distribution efforts within Milliman's Financial Risk Management Practice. This group advises corporations and financial institutions on financial and capital markets risk management. In her current role, Wassan supports the distribution of the Milliman Protection Strategy to both retail and institutional clients.

Experience

Prior to joining Milliman in 2013, Wassan started her career as a financial advisor with Morgan Stanley. From there, she moved to Wells Fargo where she became a portfolio manager, responsible for discretionary management of half a billion dollars in private investor funds. She was also an analyst for the firm, specializing in Real Estate Investment Trusts. Wassan then transitioned to a Regional Sales Consultant role, where she managed sales for the Fiduciary Platform in Wells Fargo's Private Bank—leading the nation in proprietary sales. Wassan has spent her career in the financial services industry, focusing on investment management and retirement solutions.

  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman