Corey Berse

Corey Berse Email and Phone Number

Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital @ Soundfront Advisors
Corey Berse's Location
Santa Barbara, California, United States, United States
About Corey Berse

I advise teams across investment banking, private equity, and similar on technology, operations and go-to-market. Soundfront Advisors is an accredited HubSpot Solutions Partner. Our pre-configured, rapid-deploy CRM platforms include: ⚪️ HubSpot for Investment Banking ⚪️ HubSpot for Private Equity & Independent Sponsors

Corey Berse's Current Company Details
Soundfront Advisors

Soundfront Advisors

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Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital
Corey Berse Work Experience Details
  • Soundfront Advisors
    Founder & Ceo
    Soundfront Advisors Jan 2024 - Present
    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
  • Cascadia Capital
    Managing Director, Operations
    Cascadia Capital Jul 2022 - Dec 2023
    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
  • Houlihan Lokey
    Cmo, Cao Corp Finance Europe, Head Of Employee Experience, Others
    Houlihan Lokey Jun 2006 - Jun 2022
    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.
  • Thomson Financial (Aka Thomson Reuters Aka Refinitiv Aka London Stock Exchange Group)
    Mergers & Acquisitions Content Team Leader
    Thomson Financial (Aka Thomson Reuters Aka Refinitiv Aka London Stock Exchange Group) Jul 2004 - Jun 2006
    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.

Corey Berse Skills

Financial Modeling Investment Banking Financial Analysis Private Equity Valuation Corporate Strategy Business Development International Expansion Financial Planning And Analysis Business Plan Development Public Relations Marketing Strategy

Corey Berse Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Mba
  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Entrepreneurship
  • Harvard Business School
    Harvard Business School
    Strategic Marketing Management

Frequently Asked Questions about Corey Berse

What company does Corey Berse work for?

Corey Berse works for Soundfront Advisors

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

Corey Berse's current role is Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital.

What is Corey Berse's email address?

Corey Berse's email address is cb****@****lhz.com

What is Corey Berse's direct phone number?

Corey Berse's direct phone number is +151631*****

What schools did Corey Berse attend?

Corey Berse attended Ucla Anderson School Of Management, Questrom School Of Business, Boston University, Harvard Business School.

What skills is Corey Berse known for?

Corey Berse has skills like Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Valuation, Corporate Strategy, Business Development, International Expansion, Financial Planning And Analysis, Business Plan Development, Public Relations, Marketing Strategy.

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