Corey Lawrence Email & Phone Number
Director - Sr Principal, Business Technology Liaison, Trading Services @ BNY Pershing
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Corey Lawrence Location
- Philadelphia, PA, US
Corey Lawrence Work
- 2023 -now Director - Sr Principal, Business Technology Liaison, Trading Services @
- 2021 -2023 Senior Vice President - Principal, Business Technology Liaison, Trading Services @
- 2015 -2021 Senior Vice President - Operations Manager, Trading Services @
- 2014 -2015 Associate - Guideline Management @
- 2011 -2014 Assistant Vice President - Managed Investments @
- 2010 -2011 Operations Supervisor - Trading and Investment Support @
- 2009 -2010 Trading and Investment Support @
- 2007 -2009 Account Maintenance Administrator @
Corey Lawrence Education
- Shippensburg University of Pennsylvania
BSBA (Business Administration - Marketing)
Corey Lawrence Skills
- Series 7
- Investment Advisory
- Investments
- Trading
- Asset Management
- Financial Services
- Mutual Funds
- Risk Management
- Portfolio Management
- Alternative Investments
- Investment Management
- Investment Strategies
- Equities
- Fixed Income
- Securities
- Back Office
- Asset Allocation
- Wealth Management
- Series 63
- Customer Relations
- Operations Management
- AML
- Product Management
- Bloomberg
- Excel
- Word
- Microsoft Office
- PowerPoint
- Trading Systems
- Customer Service
- Problem Solving
- Supervisory Skills
- Team Building
- Series 24
- Uniform Combined State Law
- FINRA
- ETFs
- Process Improvement
- Series 66
- Managed Accounts
- Separately Managed Accounts
- Uniform Combined State
- Separately Managed
Corey Lawrence Summary
- Corey Lawrence, based in Philadelphia, PA, US, is currently a Director - Sr Principal, Business Technology Liaison, Trading Services at BNY Pershing. Corey Lawrence brings experience from previous roles at BNY Mellon | Pershing, JPMorgan Chase and BNY Pershing. Corey Lawrence holds a BSBA in Business Administration - Marketing @ Shippensburg University of Pennsylvania. With a robust skill set that includes Series 7, Investment Advisory, Investments, Trading, Asset Management and more. Corey Lawrence has 2 emails and 1 mobile phone numbers on RocketReach.
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