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Corey Clermont Location
Boston, MA, US
Corey Clermont Work
2025 -now Vice President, Private Wealth @
2025 -2025 Relationship Manager @
2019 -2025 Client Portfolio Manager @
2018 -2019 Product Associate @
2017 -2018 Senior Associate Advisor Consultant @
2015 -2017 Associate Advisor Consultant @
2015 -2015 Dealer Marketing Services @
2014 -2015 Investor Service Representative @
Corey Clermont Education
University of Massachusetts Boston
Bachelor's degree (Finance & Marketing)
Universität Mannheim
Corey Clermont Skills
PowerPoint
Social Media
Public Speaking
Salesforce.com
Sales
Cold Calling
Networking
Sales Operations
Strategy
Sales Management
Microsoft Office
Microsoft Word
Microsoft Excel
Social Networking
Time Management
Customer Service
Crystal Ball
Teamwork
Marketing Strategy
Sales Presentations
Landscape Design
Leadership
Investments
Finance
Mutual Funds
Corey Clermont Summary
Corey Clermont, based in Boston, MA, US, is currently a Vice President, Private Wealth at Income Research + Management. Corey Clermont brings experience from previous roles at DoubleLine and Putnam Investments. Corey Clermont holds a Bachelor's degree in Finance & Marketing @ University of Massachusetts Boston. With a robust skill set that includes PowerPoint, Social Media, Public Speaking, Salesforce.com, Sales and more. Corey Clermont has 2 emails and 2 mobile phone numbers on RocketReach.
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