Corey Walen Email & Phone Number
Managing Partner @ Bridgemark Strategies
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Corey Walen Location
- Charlotte, NC, US
Corey Walen Work
- Managing Partner @ (February 2020 - Present)
- VP-Advisor Recruiting @ (February 2018 - February 2020)
- VP- Advisor Recruiting @ (May 2013 - April 2018)
- Regional Consultant- Private Wealth Group @ (January 2010 - May 2013)
Corey Walen Education
- Clemson University
Bachelor of Science (Business Administration and Management, General)
Corey Walen Skills
- Mutual Funds
- Capital Markets
- Asset Allocation
- Cold Calling
- New Business Development
- Separately Managed Accounts
- Series 7
- Series 63
- Series 65
- Investment Strategies
- Customer Service
- Financial Analysis
- Loans
- Credit
- Finance
- Financial Services
- Research
- Separately Managed
- Microsoft Word
- Project Management
- Strategy
- Business Analysis
- Business Development
- Microsoft Excel
Corey Walen Summary
- Corey Walen, based in Charlotte, NC, US, is currently a Managing Partner at Bridgemark Strategies. Corey Walen brings experience from previous roles at Ameriprise Financial Services, Inc., LPL Financial and Lord, Abbett & Co. LLC. Corey Walen holds a Bachelor of Science in Business Administration and Management, General @ Clemson University. With a robust skill set that includes Mutual Funds, Capital Markets, Asset Allocation, Cold Calling, New Business Development and more. Corey Walen has 2 emails and 1 mobile phone numbers on RocketReach.
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