Adam Corrie Email & Phone Number
Director of Operations and Chief Compliance Officer @ Capstone Capital Group
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Adam Corrie Location
- Henderson, NV, US
Adam Corrie Work
- Director of Operations and Chief Compliance Officer @ (November 2024 - Present)
- President, Founder @ (October 2019 - November 2024)
- Operations Manager @ (May 2015 - October 2019)
- Personal Banker and Wells at Work Advocate @ (January 2013 - May 2015)
- Director of Operations and Recruiter @ (February 2012 - January 2013)
- Public Funds Marketer @ Miles Capital, Inc. (January 2011 - January 2012)
- Registered Rep and Institutional Tech Services Rep @ (October 2008 - December 2010)
- Research Consultant and Project Coordinator @ (May 2008 - October 2008)
Adam Corrie Education
- Iowa State University
History (Minors in Political Science and Religion)
2003-2008
Adam Corrie Skills
- Advisor Infrastructure
- Asset Management
- Business Process Improvement
- Change Management
- Client Relations
- DCF Valuation
- Data Analysis
- EOS
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Intranet Strategy
- Investment Advisory Services
- KPI Development
- Mergers and Acquisitions Analysis
- Operational Consulting
- Operational Excellence
- Operational Oversight
- Operational Scaling
- Operations Management
- Organizational Development
- Organizational Leadership
- Orion Advisor
- Practice Management Consulting
- Process Implementation
- Project Management
- Registered Investment Advisors (RIA)
- Regulatory Compliance
- Salesforce Lightning
- Salesforce.com Implementation
- SharePoint
- Strategic Leadership
- Strategic Operations
- Strategic Planning
- Wealth Management
- Wealth Management Services
- Workflow Design
Adam Corrie Summary
- Adam Corrie, based in Henderson, NV, US, is currently a Director of Operations and Chief Compliance Officer at Capstone Capital Wealth Advisors. Adam Corrie brings experience from previous roles at Breakout Implementation, Inc, Gilbert & Cook, Inc, Wells Fargo and Moisson Partners, Inc.. Adam Corrie holds a 2003 - 2008 History in Minors in Political Science and Religion @ Iowa State University. With a robust skill set that includes Advisor Infrastructure, Asset Management, Business Process Improvement, Change Management, Client Relations and more. Adam Corrie has 2 emails and 2 mobile phone numbers on RocketReach.
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