Corey Stansell Email & Phone Number
Executive Vice President, Development and Buy-Side Relations @ Large Practice Sales
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Corey Stansell Location
- Plano, TX, US
Corey Stansell Work
- Executive Vice President, Development and Buy-Side Relations @ (April 2024 - Present)
- Director of Business Development @ (February 2023 - April 2024)
- Real Estate @ (October 2020 - February 2023)
- Vice President @ (June 2018 - October 2020)
- Vice President, Private Client Advisor @ (May 2016 - October 2020)
- Vice President @ (June 2015 - May 2016)
- Vice President Business Development @ (June 2014 - March 2015)
- Vice President @ (January 2014 - June 2014)
- Associate Vice President @ (November 2012 - December 2013)
- Financial Advisor @ (January 2009 - November 2012)
- Global Wealth Management @ (January 2007 - January 2009)
Corey Stansell Education
- University of Houston
BBA (Finance and Economics)
Corey Stansell Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Fixed Income
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Strategy
- Asset Managment
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Financial Analysis
- Management
- Series 7
- Securities
Corey Stansell Summary
- Corey Stansell, based in Plano, TX, US, is currently a Executive Vice President, Development and Buy-Side Relations at Large Practice Sales. Corey Stansell brings experience from previous roles at 7 Pillars, Dave Perry-Miller Real Estate and J.P. Morgan. Corey Stansell holds a BBA in Finance and Economics @ University of Houston. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Fixed Annuities and more. Corey Stansell has 1 emails and 1 mobile phone numbers on RocketReach.
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