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
General Business & ManagementView LinkedIn profile

About Corey Walen

As a recruiter with experience helping over financial advisors find their ideal…

Experience

  1. Managing Partner

    Bridgemark Strategies

    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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Corey Walen — Managing Partner at Bridgemark Strategies in Charlotte, NC, US | Unifers