Continued learning is always a focus
Love and passion for the outdoors I love to fish, hike, ride, snowboard, and run my small hobby ranch Single parent that truly enjoys traveling and spending time with my two teenagers
Casey Verbeck
Senior Executive
Longmont,CO
Summary
Leadership, marketing and business development executive. A twenty-seven-year diverse and proven history in strategic business planning, business development, sales, and marketing execution. An inspiring and trusted leader who builds long term value, fosters key partnerships, and drives growth to surpass goals. Recently guided and grew one of the leading Impact wealth management firms in the industry. Have been working in the following sectors, Impact investing, Conservation, Climate Solutions, Racial & Gender Equity, Sustainable Food & Agriculture.
Overview
28
28
years of professional experience
Work History
Partner, Managing Director of Business Development and Marketing
Veris Wealth Partners
06.2014 - Current
- Lead business development, sales, strategic partnerships, and marketing
- Oversaw and managed all new client acquisitions, strategic growth, and the sales team for the firm
- Also, part of the investment working group with 92 approved investment strategies globally in climate solutions, conservation, gender and equity, sustainable farming, and community wealth building as a member of the Investment Working Group
- On Executive Management Committee for 6 years, and lead sustainability committee and Impact reporting
- Veris Wealth Partners assets are 100% devoted to Impact investing with 2.2 billion in AUM today
- Exceeded growth targets consecutively for 8 years, $1 billion + New AUM
- Managed sales, business development and marketing
- Developed strategic growth strategies and implementation
- Structured proposals for initial Impact portfolio
- Managed strategic partnerships
- Lead annual Impact reporting for all AUM
- Senior executive on firm management team
Director of Business Development
BSW
01.2012 - 06.2014
- Oversaw all strategic growth for the firm
- Lead sales and marketing team and supported the design and build of an impact investing platform across all asset classes
- Introduced new investment strategies and clients to the firm while expanding the brand footprint on a national level.
CEO/Cofounder
TouchPoint Partners
01.2006 - 01.2012
- Formed and lead the firm mission to scale vital impact programs through alternative financing solutions, created and managed go-to-market strategies and market integration
- Specifically, providing for-profit Impact financing strategies and solutions for large non-profit programs (National Geographic, Feeding America, The Nature Conservancy, UN, and others)
- Additionally, founded, created, and managed the Lilith I4C Fund and national campaign that financed multiple socially and environmentally focused companies
- The campaign touched every major city in North America and was featured on Good Morning America, Billboard, Rolling Stone, and many other publications
- Thematic project focus areas in land conservation, freshwater conservation, economic revitalization, food security and Impact investing.
CEO/Founder
Partners In Music
01.1995 - 01.2006
- The firm’s mission was to redefine the relationship between artists and the music industry by supplying a platform for artist to keep ownership of musical rights and supporting entities
- Developed strategic partnerships and took part in mentorship programs to ease adapting the business model to align with growth – including managing and hiring wealth advisors for clients
- Developed marketing expertise with artists focused on cause-related concerts like Lilith Fair, etc
- Organically grew the company that grew to over 60 employees
- Created multiple entities providing ownership structures for artist
- Structured joint ventures supplying capitalization supporting growth
- Negotiated and managed over 5000 concerts in 11 countries
- Managed talent acquisition and training
Education
Kellogg Executive Leadership Course For Strategic Marketing, Founder And CEO of Two Companies, Experienced Partner, Multiple Boards, CU Leads Business School Board -
Belleville Community College
Skills
Key decision making
Accomplishments
Founder of two firms, both scaled and created new market opportunities within their industries.
Oversaw the growth of Veris Wealth Partners from 600M to 2.2B.
My work has been featured in Bloomberg, Financial Times, Good Morning America, Huffington post, New York Times, Barrons, The Economist, CNBC, and more.
Consulted and guided new growth strategies for National Geographic, Nature Conservancy, Feeding America and more.
Currently advising a Family Office on the launch of a 100M Climate Solutions fund.
Interests
Timeline
Partner, Managing Director of Business Development and Marketing
Veris Wealth Partners
06.2014 - Current
Director of Business Development
BSW
01.2012 - 06.2014
CEO/Cofounder
TouchPoint Partners
01.2006 - 01.2012
CEO/Founder
Partners In Music
01.1995 - 01.2006
Kellogg Executive Leadership Course For Strategic Marketing, Founder And CEO of Two Companies, Experienced Partner, Multiple Boards, CU Leads Business School Board -
Belleville Community College
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