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Corey M. Email & Phone Number
Registered Client Service Associate
at
LOBO & PASCALE WEALTH MANAGEMENT
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Client Service Associate
Location
Franklin, Tennessee, United States
Company size
Who is Corey M.? Overview
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Quick answer
Corey M. is listed as Registered Client Service Associate at LOBO & PASCALE WEALTH MANAGEMENT, a company with 4 employees, based in Franklin, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Corey M..
Corey M. previously worked as Internal Wholesaler at First Trust and Internal Advisor Consultant at Columbia Threadneedle Investments, Us. Corey M. holds Bachelor Of Arts - Ba, Finance, General from Loyola University Maryland.
Company email context
Email format at LOBO & PASCALE WEALTH MANAGEMENT
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LOBO & PASCALE WEALTH MANAGEMENT
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Profile bio
About Corey M.
Loyola University Maryland Alumnus and proud member of the Puerto Rican Mens National Lacrosse Association. IAC for Columbia Threadneedle Investments.
Current workplace
Corey M.'s current company
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Lobo & Pascale Wealth Management
4 roles
Corey M. work experience
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Internal Wholesaler
Current
Feb 2024 - Present
Internal Advisor Consultant
Connected with a network of advisors to cultivate existing relationships and establish new connections. Keeping advisors up to date on performance of mutual funds, ETFs and SMA’s.
Feb 2023 - Feb 2024
Marketing Intern
- Researched and contacted national human resources organizations such as SHRM, CUPA, IHRIM and AMA to negotiate and book speaking engagements for the National PlanSmart sales team.
- Conducted market research to identify sales opportunities for new programs within existing MetLife/Mass Mutual accounts.
- Created and maintained a new broker database within Salesforce CRM for sales representative lead follow-up.
- Researched and reported on Fundamentals of Life and Health Insurance in order to inform sales team on current industry trends.
- Created and implemented a satisfaction survey for PlanSmart presenters to solicit feedback on ways they could improve delivery of content and curriculum.
Jun 2018 - Aug 2020
2 education records
Corey M. education
Bachelor Of Arts - Ba, Finance, General
Business/Commerce, General
FAQ
Frequently asked questions about Corey M.
Quick answers generated from the profile data available on this page.
What company does Corey M. work for?
Corey M. works for LOBO & PASCALE WEALTH MANAGEMENT.
What is Corey M.'s role at LOBO & PASCALE WEALTH MANAGEMENT?
Corey M. is listed as Registered Client Service Associate at LOBO & PASCALE WEALTH MANAGEMENT.
Where is Corey M. based?
Corey M. is based in Franklin, Tennessee, United States while working with LOBO & PASCALE WEALTH MANAGEMENT.
What companies has Corey M. worked for?
Corey M. has worked for Lobo & Pascale Wealth Management, First Trust, Columbia Threadneedle Investments, Us, and Barnum Financial Group.
How can I contact Corey M.?
You can use AeroLeads to view verified contact signals for Corey M. at LOBO & PASCALE WEALTH MANAGEMENT, including work email, phone, and LinkedIn data when available.
What schools did Corey M. attend?
Corey M. holds Bachelor Of Arts - Ba, Finance, General from Loyola University Maryland.
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