Operations Specialist IIDownload V-Card
As Operations Specialist II, Corey handles trade mock-up and execution, including portfolio strategy updates and raising funds for clients. He also works with brokers and custodians to ensure trades have been settled in a timely fashion.
Corey graduated from McKendree University with a B.S. in Business Administration with a concentration in Economics and Finance. Prior to Argent, Corey worked at NISA Investment Advisors as a Senior Analyst in the operations department.