Corey Wertz
Financial Consultant @Fidelity Investments
Wilmington, DE, US
EMAILS
c••••••••@schwab.com
MOBILE NUMBERS
+14•••••••36
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WORK HISTORY
Aug 2023 — Present
Financial Consultant @Fidelity Investments
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EDUCATION
2003 — 2007
Elon University - Martha and Spencer Love School of Business
Bachelor of Science (B.S.), Finance
SKILLS
OutlookForecastingFinancial ReportingCustomer ServiceInvestmentsPublic SpeakingResearchPowerpointMicrosoft ExcelBudgetsFinanceMicrosoft WordFinancial AnalysisFinancial ModelingSeries 63Corporate FinanceSocial MediaEvent PlanningMicrosoft OfficeSalesAccounting
ABOUT COREY WERTZ
I bring integrity, experience, and a passion for financial planning for my clients and…
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