Corey Macdougall Cfp® Email and Phone Number
Corey Macdougall Cfp® is a Vice President | Investment Advisor at Oakbourne Advisors at Oakbourne Advisors.
Oakbourne Advisors
View- Website:
- oakbourne.com
- Employees:
- 4
-
Vice President | Investment AdvisorOakbourne Advisors Jan 2021 - PresentWest Chester, Pennsylvania, United States -
Relationship ManagerSei Jan 2019 - Jan 2021 -
Internal Relationship ManagerSei Aug 2016 - Jan 2019 -
Lead Generation SpecialistSei Aug 2015 - Nov 2016Oaks, Pa -
Internal Etf Sales, Consultant Of Global X Management CompanySei Jun 2015 - Aug 2015 -
Investor And Dealer Service RepresentativeSei Aug 2014 - Jun 2015SEI is one of the world’s largest managers of managers, and has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike. Our outsourced solutions in investments, practice management, technology and administration will save you time and differentiate you from your competition. -
Collections And Servicing RepresentativeJgwpt Holdings, Llc Sep 2012 - Oct 2014Radnor, PaJGWPT Holdings, LLC is the leading buyer of deferred payments/illiquid financial assets in the United States. Since 1995 JGWPT has purchased over $9.1 billion in future payment obligations from our customers. JGWPT has been a leader in the development of current regulatory framework around the purchasing of structured settlement payments. As a Team Member of Collection and Servicing, we provide the main point of contact for all service related inquiries through call workplaces. Coordinate asset transferring between clients, Insurance and Accounting. Along with synchronize funding operations between Sales, Underwriting, Accounting, and Legal departments. Effectively and efficiently manage several secure pools containing purchased and securitized receivables. -
Short Sale SpecialistBank Of America Mar 2012 - Sep 2012Wilmington, Delaware -
Client ServicesBallamor Capital Management Jan 2009 - Jun 2010• Prepared Quarterly, Reports, Client Investment reports, as well as financial plan updates• Assisted organizing and sending out of Client’s Quarterly Reports• Assisted President of the Company with Daily activates• New Client processing to include integration into company investment management platform• Assisted company president during client update meetings by coordinating information between investment team, client service and information technology
Corey Macdougall Cfp® Education Details
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Marketing & Finance
Frequently Asked Questions about Corey Macdougall Cfp®
What company does Corey Macdougall Cfp® work for?
Corey Macdougall Cfp® works for Oakbourne Advisors
What is Corey Macdougall Cfp®'s role at the current company?
Corey Macdougall Cfp®'s current role is Vice President | Investment Advisor at Oakbourne Advisors.
What schools did Corey Macdougall Cfp® attend?
Corey Macdougall Cfp® attended Cabrini College.
Who are Corey Macdougall Cfp®'s colleagues?
Corey Macdougall Cfp®'s colleagues are Andrew Peters, David Leszczynski, Ross Danzig, Susan O'brien, Christopher Griest, Partner, Aif®, Christopher Diederich, Aif®.
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