Mona Lisa Casey

Mona Lisa Casey is an accomplished professional with extensive experience in investment data analysis and management, currently serving as the Investment Data Analyst Manager at Fidelity Investments since 2017. Casey also founded and leads UPROAR, an organization committed to preventing injuries associated with refrigerant inhalation, demonstrating strong advocacy and technical writing skills. Previous roles include Portfolio Administrator at Dalton, Greiner, Hartman, Maher & Co., LLC, where Casey managed investment portfolios and developed automated systems, as well as positions at American Express Financial Advisors and Janus Capital Group, focusing on client investment strategy and financial planning. Educationally, Casey holds a Bachelor of Science in Computer and Information Systems Security/Information Assurance from Florida Institute of Technology.