Corey Clermont Email & Phone Number
Vice President, Private Wealth @ Income Research + Management
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Corey Clermont Location
- Boston, MA, US
Corey Clermont Work
- Vice President, Private Wealth @ (July 2025 - Present)
- Relationship Manager @ (April 2025 - June 2025)
- Client Portfolio Manager @ (December 2019 - April 2025)
- Product Associate @ (November 2018 - December 2019)
- Senior Associate Advisor Consultant @ (June 2017 - November 2018)
- Associate Advisor Consultant @ (December 2015 - June 2017)
- Dealer Marketing Services @ (September 2015 - December 2015)
- Investor Service Representative @ (August 2014 - August 2015)
Corey Clermont Education
- UMass Boston
Bachelor's degree (Finance & Marketing)
- University of Mannheim
Bachelor's Degree (Business)
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 @ UMass 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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