Corey Lawrence
Director @ BNY Pershing
- Role
- Director - Sr Principal, Business Technology Liaison, Trading Services at BNY Pershing
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Corey Lawrence
Experienced financial services manager with a demonstrated history of continuous process…
Experience
Director - Sr Principal, Business Technology Liaison, Trading Services
Apr 2023 — Present
Education
Shippensburg University of Pennsylvania
BSBA
Skills
- Aml
- Word
- Problem Solving
- Bloomberg
- Operations Management
- Back Office
- Uniform Combined State Law
- Mutual Funds
- Asset Allocation
- Risk Management
- Series 63
- Series 7
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Portfolio Management
- Customer Relations
- Wealth Management
- Managed Accounts
- Securities
- Product Management
- Finra
- Team Building
- Investment Advisory
- Series 66
- Investment Management
- Powerpoint
- Etfs
- Trading
- Asset Management
- Financial Services
- Fixed Income
- Microsoft Office
- Trading Systems
- Process Improvement
- Equities
- Investments
- Customer Service
- Excel
- Supervisory Skills
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