Corey Berse Email & Phone Number

Santa Barbara, Ca, Us

Technology, operations and go-to-marketAccredited HubSpot Solutions Partner. Offerings include:• HubSpot for Investment Banking• HubSpot for Private Equity & Independent Sponsors

Seattle, Wa, Us

Independent investment bank providing M&A and capital raising services. Amidst a period of high growth and the firm’s first outside investment from private equity, recruited to oversee core operations across Technology, Information Systems, Human Capital Management and Real Estate.• Led digital transformation of Human Capital function including selection and implementation of Performance Management & Development platform (Lattice...highly recommend it), and adoption of HRIS and ATS functionality• Led recalibration of firm's CRM (Intapp DealCloud) strategy and resourcing; recruited new CRM & Business Intelligence Manager directly from DealCloud and directed initial priority projects• Led migration of firm's on-premise network environment to the Microsoft cloud

Los Angeles, Ca, Us

Global investment bank with focus on M&A, capital markets, financial restructuring, and valuation. Senior roles included Chief Marketing Officer; Chief Administrative Officer for Corporate Finance, Europe; Head of Employee Experience and VP Business Development & Product Marketing.

Leading financial data and and analytics firm. Promoted from Research Analyst to Senior Research Analyst to Team Leader in under two years.• Coordinated global team of analysts (New York, London, Tokyo and Manila) to ensure accuracy and completeness of M&A Content set.• Performed research and quality assurance functions to supply investment professionals with a highly comprehensive database of worldwide M&A and syndicated lending activity.• Demonstrated a sophisticated understanding of the M&A market, strong analytical skills, and an aptitude for establishing strong client relationships.

Mba

Bs, Finance, Business Law, Entrepreneurship

Executive Education, Strategic Marketing Management