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Casey Poole has extensive work experience as a Managing Director in Fixed Income Institutional Sales at Northland Securities, Inc. since August 2021. Previously, Casey served as Vice President at Bankers' Bank for over 20 years, from June 2000 to August 2021.

Casey Poole attended Edgewood College from 1998 to 2004, where they obtained a Bachelor of Arts (BA) and a Master of Business Administration (MBA) degree in finance. Following their education at Edgewood College, Casey's education history does not provide specific information about the start or end year at the University of South Carolina Darla Moore School of Business, nor any details regarding the degree name or field of study pursued there.

In terms of additional certifications, Casey Poole obtained the Series 63 - Uniform Securities Agent State Law Exam and the Series 7 - General Securities Representative certification from FINRA in September 2021. There is no information available regarding the Series 52 - Municipal Securities Representative certification or the Series 53 - Municipal Securities Principal certification.