Corey Westphal Email
President @ Shaping Wealth
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Corey Westphal Location
- Madison, WI, US
Corey Westphal Work
- President @ (July 2026 - Present)
Corey Westphal Education
- Northern Illinois University
BS (Biology, Chemistry)
1991-1996 - Western Dubuque 1988-1991
Corey Westphal Skills
- Asset Allocation
- Business-to-Business (B2B)
- CRO Management
- Compliance
- Conference Speaking
- Cross-functional Team Leadership
- Enterprise Technology Sales
- Executive Leadership
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Information Technology
- Innovation Management
- Investment Advisory
- Investments
- Marketing Strategy
- Mergers & Acquisitions (M&A)
- Mobile Assistant
- Mutual Funds
- Networking
- Operations Management
- Retirement
- Retirement Planning
- Revenue Generation
- Sales Management
- Series 7
- Strategic Financial Planning
- Strategic Partnerships
- Wealth Management
Corey Westphal Summary
- Corey Westphal, based in Madison, WI, US, is currently a President at Shaping Wealth. Corey Westphal holds a 1991 - 1996 BS in Biology, Chemistry @ Northern Illinois University. With a robust skill set that includes Asset Allocation, Business-to-Business (B2B), CRO Management, Compliance, Conference Speaking and more. Corey Westphal has 3 emails on RocketReach.
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