Associate Managing Director @ (September 2000 - March 2022)
Sales and Marketing Advisory Committee @ (June 2016 - February 2022)
Divisional Sales Manager @ (March 2011 - September 2016)
Corey Silva Skills
Interdisciplinary Collaboration
Consulting
Portfolio Optimization
Consultative Selling
Certified Investment Management Analyst
Certified Investment Management Consultant
Multi-generational Planning
Family Wealth Management
Retirement Planning
Equities
Portfolio Management
Investment Management
Risk Management
Derivatives
Capital Markets
Bloomberg
Asset Allocation
Bonds
401k
Alternative Investments
Defined Benefit
Due Diligence
Asset Management
ETFs
Banking
Investment Strategies
Uniform Combined State Law
Series 7
Mutual Funds
Valuation
Pensions
Wealth Management
Equity Research
Estate Planning
Financial Modeling
Financial Planners
Series 63
Securities
Insurance
Hedge Funds
Retirement
Investment Advisory
Financial Services
Fund Of Funds
Investments
Fixed Income
Options
Life Insurance
Public Speaking
Cross-functional Team Leadership
Customer Service
Strategic Planning
Sales
Leadership
Project Management
Strategy
Cross Functional Team Leadership
Corey Silva Summary
Corey Silva, based in California, United States, is currently a Managing Director, US Wealth Division at Clarity (formerly Hiive). Corey Silva brings experience from previous roles at Investments & Wealth Institute and FPA East Bay. With a robust skill set that includes Interdisciplinary Collaboration, Consulting, Portfolio Optimization, Consultative Selling, Certified Investment Management Analyst and more. Corey Silva has 1 emails and 3 mobile phone numbers on RocketReach.
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