Corey Boerner

Corey Boerner Email and Phone Number

Balanced Financial Services & The AFP Group @ The AFP Group, LLC
houston, texas, united states
Corey Boerner's Location
Salisbury, Maryland, United States, United States
Corey Boerner's Contact Details

Corey Boerner work email

Corey Boerner personal email

About Corey Boerner

Corey Boerner offers products and services using the following business names: Balanced Financial Services - The AFP Group - insurance andfinancial services| Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) - securities and investments |Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Balanced Financial Services or The AFP Group.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction,nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read itcarefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AASdo not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Theirinformation is believed to be form reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Corey Boerner's Current Company Details
The AFP Group, LLC

The Afp Group, Llc

View
Balanced Financial Services & The AFP Group
houston, texas, united states
Website:
afpgroup.com
Employees:
7
Corey Boerner Work Experience Details
  • The Afp Group, Llc
    Financial Advisor
    The Afp Group, Llc May 2021 - Present
    Salisbury, Maryland, United States
  • Cjb Financial Enterprises Llc
    Independent Business Owner
    Cjb Financial Enterprises Llc 2015 - Mar 2022
    Salisbury, Maryland, United States
    - Preparing corporate and personal taxes for numerous clients- Extensive knowledge of the tax code- Bookkeeping
  • M&T Bank
    Assistant Branch Manager
    M&T Bank Mar 2017 - May 2021
    Seaford, Delaware, United States
  • Liberty Tax Service
    Tax Preparer
    Liberty Tax Service 2012 - 2015
    Sarasota, Florida Area
    - Prepared taxes for new and existing clients, both personal and corporate.- Completed level two certification in the Liberty Tax system program- Obtained a PTIN and EFIN from IRS
  • Cng Financial
    Store Manager
    Cng Financial 2013 - 2014
    Bradenton Fl
    - Managed marketing and all scheduling of employees of the branch- Increased profits by analyzing projections based on monthly reports how the branch marketed to all new clients.
  • Sales And Marketing Group, Inc.
    General Manager
    Sales And Marketing Group, Inc. 2011 - 2012
    Harrisburg, Pennsylvania Area
    - Responsible for the startup and training of four sales offices- Executed payroll for all four offices and made sure that all offices were HR compliant - Oversaw all executive employees including managers of all four offices.
  • Jcpenney
    Men'S Department Manager
    Jcpenney 2009 - 2010
    White Marsh, Md
    - Tasked with overseeing all employee’s schedules and overseeing new employee training- Worked to improve sales through new marketing and making streamlined workforce
  • Dms
    Assistant Manager
    Dms 2005 - 2008
    Greater Philadelphia Area
    - Managed an office where I recruited over a hundred people to sell Verizon FiOS to the 3rd largest media market in the the United States- One of the top performing organizations in the country and instructed me on the process of interviewing employees

Corey Boerner Skills

Sales Sales Management Team Building Account Management Microsoft Excel Customer Service Microsoft Office New Business Development Strategic Planning Direct Sales Team Leadership Marketing Strategy Marketing Cold Calling

Corey Boerner Education Details

Frequently Asked Questions about Corey Boerner

What company does Corey Boerner work for?

Corey Boerner works for The Afp Group, Llc

What is Corey Boerner's role at the current company?

Corey Boerner's current role is Balanced Financial Services & The AFP Group.

What is Corey Boerner's email address?

Corey Boerner's email address is co****@****ail.com

What is Corey Boerner's direct phone number?

Corey Boerner's direct phone number is +190148*****

What schools did Corey Boerner attend?

Corey Boerner attended Stevenson University.

What skills is Corey Boerner known for?

Corey Boerner has skills like Sales, Sales Management, Team Building, Account Management, Microsoft Excel, Customer Service, Microsoft Office, New Business Development, Strategic Planning, Direct Sales, Team Leadership, Marketing Strategy.

Who are Corey Boerner's colleagues?

Corey Boerner's colleagues are Ann Baker Ronn, Chantel Williams, Cfp®, Chelsea Coney, Lou Rosado Jr..

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