![Connie Casali](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Connie Casali
Profile
Ms. Connie Casali is Client Service Associate at David Vaughan Investments, Inc.
Ms. Casali joined David Vaughan Investments in April of 2002.
Prior to that, she served as an educator for fourteen years was a counselor and program director at various social service agencies and lastly was a corporate trainer for a local business.
With the investment made several years ago in a new customer relationship management software, she is involved in the daily posting process that is required to maintain the accuracy and effectiveness of the system.
In addition, she is involved in the myriad of behind the scene tasks relating to client service activities and countless other client support functions.
Ms. Casali earned her undergraduate degree from Western Illinois University and later received her Masters in education from Illinois State University.
In her spare time, she enjoys reading, gardening, and hiking as well as volunteer work with the American Cancer Society.
She lives in Peoria with her husband and their dog.
Former positions of Connie Casali
Companies | Position | End |
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David Vaughan Investments LLC
![]() David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Corporate Officer/Principal | - |
Training of Connie Casali
Western Illinois University | Undergraduate Degree |
Illinois State University | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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David Vaughan Investments LLC
![]() David Vaughan Investments LLC Investment ManagersFinance David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities. | Finance |
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