Corey Walen
Recruiter Helping Top Advisors Find Top BD/RIAs & Host of Firm Transitions Podcast
- Role
- Managing Partner at Bridgemark Strategies
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Corey Walen
As a recruiter with experience helping over financial advisors find their ideal…
Experience
Managing Partner
Feb 2020 — Present · Charlotte, NC, US
Educate top financial advisors on over 150+ BD/RIA options in the marketplace-Narrow down the list of options based on their specific business needs and criteria -Work along side them while exploring to ask the right questions and uncover potential issues-Negotiate on their behalf/help advisors make the best decision based on their short/mid/long term goals
Education
Clemson University
Bachelor of Science
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