Corey Day
Internal Client Portfolio Analyst
...
EDUCATION
AA, NIACC
BIO
Corey works for our asset management division, implementing white-glove concierge asset management services and partnering with advisors to create innovative client portfolios. With over 18 years of experience in financial services, sixteen of those years were spent coaching advisors on transitioning from transaction-based solutions to fee and goal-based financial planning strategies.
JOINED FIRM
2021