Operations Associate - Team Howarth
Current
Aug 2022 - Present
AeroLeads people directory · profile
Corey Gavin Email & Phone Number
Investment Operations at Barnum Financial Group - Team HowarthCorey Gavin is a registered representative of MML Investors Services, LLC. Member SIPC SIPC.com 6 Corporate Drive, Shelton, CT 06484. Tel: 203.513.6000
at
Barnum Financial Group
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Current company
Role
Investment Operations at Barnum Financial Group - Team HowarthCorey Gavin is a registered representative of MML Investors Services, LLC. Member SIPC SIPC.com 6 Corporate Drive, Shelton, CT 06484. Tel: 203.513.6000
Location
West Warwick, Rhode Island, United States
Who is Corey Gavin? Overview
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Quick answer
Corey Gavin is listed as Investment Operations at Barnum Financial Group - Team HowarthCorey Gavin is a registered representative of MML Investors Services, LLC. Member SIPC SIPC.com 6 Corporate Drive, Shelton, CT 06484. Tel: 203.513.6000 at Barnum Financial Group, based in West Warwick, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Corey Gavin.
Corey Gavin previously worked as Operations Associate - Team Howarth at Barnum Financial Group and Financial Planning Intern at Barnum Financial Group. Corey Gavin holds Bachelor Of Business Administration - Bba, Finance, General from University Of Rhode Island.
Company email context
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Barnum Financial Group
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Profile bio
About Corey Gavin
Corey Gavin is a Investment Operations at Barnum Financial Group - Team HowarthCorey Gavin is a registered representative of MML Investors Services, LLC. Member SIPC SIPC.com 6 Corporate Drive, Shelton, CT 06484. Tel: 203.513.6000 at Barnum Financial Group.
Current workplace
Corey Gavin's current company
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4 roles
Corey Gavin work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
- Holistic financial planning strategies- Created and presented mock financial plan to Managing Director, Joe Kotula- Extensive research on Barnum’s diversified portfolios- Client relations and networking potential leads- Observe initial meeting with potential client - Weekly meetings with senior portfolio manager, Andy Wigzell
Jun 2021 - Aug 2022
Portfolio Manager - Ram Fund
- One of 15 students selected to manage $900,000 URI Alumni Association portfolio
- Developed valuation models to analyze & appraise equities
- Forecasted free cash flows to compute intrinsic value of securities
- Calculated discount rates to improve the accuracy of DCF model projections
- Managed the portion of the portfolio allocated to the energy sector
- Fiduciary responsibility to the University of Rhode Island Alumni Association
Sep 2021 - May 2022
Bag Room Attendant
May 2017 - Sep 2020
1 education record
Corey Gavin education
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University Of Rhode Island
FAQ
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Quick answers generated from the profile data available on this page.
What company does Corey Gavin work for?
Corey Gavin works for Barnum Financial Group.
What is Corey Gavin's role at Barnum Financial Group?
Corey Gavin is listed as Investment Operations at Barnum Financial Group - Team HowarthCorey Gavin is a registered representative of MML Investors Services, LLC. Member SIPC SIPC.com 6 Corporate Drive, Shelton, CT 06484. Tel: 203.513.6000 at Barnum Financial Group.
Where is Corey Gavin based?
Corey Gavin is based in West Warwick, Rhode Island, United States while working with Barnum Financial Group.
What companies has Corey Gavin worked for?
Corey Gavin has worked for Barnum Financial Group, University Of Rhode Island, and Potowomut Golf Club.
How can I contact Corey Gavin?
You can use AeroLeads to view verified contact signals for Corey Gavin at Barnum Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Corey Gavin attend?
Corey Gavin holds Bachelor Of Business Administration - Bba, Finance, General from University Of Rhode Island.
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