Mike Casson, President & CEO
Mr. Casson has over 30 years’ experience working with a multitude of financial services firms plus national and international marketers of business to business and consumer products and services. Using fundamentally sound, proven and strategically positioned campaigns, he has developed an extensive and impressive list of satisfied clients in the public and private sectors.
Mr. Casson received his BBA in marketing from Southern Methodist University in Dallas, Texas, where he also attended graduate school. He has held several securities licenses and was a Registered Investment Advisor and equity partner in a privately owned FINRA member firm. He has served on the Board of Directors and was President of the Direct Marketing Association of North Texas and has been a guest lecturer at the University of North Texas, The University of Dallas, Southern Methodist University and numerous direct marketing conferences.
Lee Petty, Business Development
Mr. Petty has a long career in sales & marketing. He has an extremely diverse business background with extensive experience in client acquisition, customer retention, advertising and sales force management. His current focus with American Direct Marketing Services is customer acquisition in the alternative assets sector.
Lee’s work experience includes: a stint on Wall Street as a licensed financial services professional; years of selling advertising for national & regional publications such as “Texas Monthly;” serving as the investor relations manager for multiple investment newsletters; and, an engagement as a licensed commercial reseller of EV Chargers for the largest maker of EV Chargers in the world, the Enel X JuiceBox.
Mr. Petty attended The University of Texas at Austin, earning a BBA in finance and international business from the McCombs School of Business and was a member of Phi Delta Theta fraternity.
Anita Mills, Due Diligence/Research Advisor
Ms. Mills has been associated with the securities industry since 1981. Her experience includes owning and operating general securities broker-dealers, providing compliance consulting and investment evaluation expertise to the investment community and assisting client companies in setting up investor relations and operations departments.
Prior to her entry into the securities industry, Ms. Mills worked for an independent oil and gas company as business manager and with a resort/land developer, performing feasibility studies for new business ventures as well as conducting corporate marketing research programs. She has held securities principal’s licenses (in the areas of general securities, financial and operations, options and municipal securities) and has held an investment adviser representative’s registration. Ms. Mills earned her A.B. degree from the University of California at Davis.