2016 -2020 Manager PWM Compliance Branch Oversight Team @
2014 -2016 Compliance Training and Process Management Officer @
2013 -2014 Anti-Money Laundering Officer @
2011 -2012 Director Education and Development @
2009 -2011 Associate Financial Advisor, The Schwertfeger Group @
2008 -2009 Director of New Business, The Holter Group @
2008 -2008 Director of Client Relations, The Holter Group @
1999 -2008 Director of Network Office Supervision, The Schwertfeger Financial Group @
2000 -2003 Technology Coordinator, The Schwertfeger @
1997 -2000 Sales and Service; Representative Trainer, The Schwertfeger Financial Group @
1991 -1996 Marketing and Administrative Assistant, The Schwertfeger Financial Group @
Cory Johnson Education
The American College of Financial Services
CLU (Insurance and Planning)
2006-2010
Marquette University
M.A (Communications)
1995-1997
Marquette University
B.A (Journalism)
1993-1994
Whitefish Bay Highschool
Diploma (General Studies)
1977-1981
Cory Johnson Skills
Sales Skills Training
Group Presentations
Presentation Coaching
Securities
Supervisory Skills
Compliance
Insurance
Public Speaking
Series 7
Investments
Fundraising
Mentoring
Coaching
Event Planning
PowerPoint
Long Term Care
Disability Insurance
Retirement
Smartboard
Long-term Care
Financial Services
Training
Marketing Strategy
CRM
Fixed Annuities
Strategy
Recruiting
Series 63
Sales
Finance
401k
Life Insurance
Financial Advisory
Mutual Funds
Management
IRAs
Series 6
Marketing
Investment Advisory
Series 24
Uniform Combined State Law
Estate Planning
General Securities Sales Supervisor
FINRA
General Securities Principal
Process Management
Services
Cory Johnson Summary
Cory Johnson, based in Milwaukee, WI, US, is currently a Investment Services Business Risk Manager at U.S. Bank. Cory Johnson brings experience from previous roles at U.S. Bank and Baird. Cory Johnson holds a 2006 - 2010 CLU in Insurance and Planning @ The American College of Financial Services. With a robust skill set that includes Sales Skills Training, Group Presentations, Presentation Coaching, Securities, Supervisory Skills and more. Cory Johnson has 2 emails and 3 mobile phone numbers on RocketReach.
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