Founder & Ceo
Current- Technology, operations and go-to-marketAccredited HubSpot Solutions Partner. Offerings include:
- HubSpot for Investment Banking
- HubSpot for Private Equity & Independent Sponsors
Jan 2024 - Present
AeroLeads people directory · profile
Corey Berse Email & Phone Number
Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital
at
Soundfront Advisors
1 work email found
@cascadiacapital.com
6 phones found area 516 and 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital
Location
Santa Barbara, California, United States
Who is Corey Berse? Overview
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Quick answer
Corey Berse is listed as Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital at Soundfront Advisors, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at cascadiacapital.com, phone signal with area code 516, 310, and a matched LinkedIn profile for Corey Berse.
Corey Berse previously worked as Founder & CEO at Soundfront Advisors and Managing Director, Operations at Cascadia Capital. Corey Berse holds Mba from Ucla Anderson School Of Management.
Company email context
Email format at Soundfront Advisors
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{first_initial}{last}@cascadiacapital.com
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AeroLeads found 1 current-domain work email signal for Corey Berse. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Financial Modeling, Investment Banking, Financial Analysis, Private Equity, and 8 others.
Current workplace
Corey Berse's current company
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4 roles
Corey Berse work experience
A career timeline built from the work history available for this profile.
Managing Director, Operations
- 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.
- 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
Jul 2022 - Dec 2023
Cmo, Cao Corp Finance Europe, Head Of Employee Experience, Others
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.
Jun 2006 - Jun 2022
Mergers & Acquisitions Content Team Leader
Thomson Financial (Aka Thomson Reuters Aka Refinitiv Aka London Stock Exchange Group)
- 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.
Jul 2004 - Jun 2006
3 education records
Corey Berse education
Mba
Ucla Anderson School Of Management
Bs, Finance, Business Law, Entrepreneurship
Questrom School Of Business, Boston University
Executive Education, Strategic Marketing Management
Harvard Business School
FAQ
Frequently asked questions about Corey Berse
Quick answers generated from the profile data available on this page.
What company does Corey Berse work for?
Corey Berse works for Soundfront Advisors.
What is Corey Berse's role at Soundfront Advisors?
Corey Berse is listed as Founder & CEO, SOUNDFRONT | HubSpot Solutions Partner | Ex-Houlihan Lokey, Cascadia Capital at Soundfront Advisors.
What is Corey Berse's email address?
AeroLeads has found 1 work email signal at @cascadiacapital.com for Corey Berse at Soundfront Advisors.
What is Corey Berse's phone number?
AeroLeads has found 6 phone signal(s) with area code 516, 310 for Corey Berse at Soundfront Advisors.
Where is Corey Berse based?
Corey Berse is based in Santa Barbara, California, United States while working with Soundfront Advisors.
What companies has Corey Berse worked for?
Corey Berse has worked for Soundfront Advisors, Cascadia Capital, Houlihan Lokey, and Thomson Financial (Aka Thomson Reuters Aka Refinitiv Aka London Stock Exchange Group).
How can I contact Corey Berse?
You can use AeroLeads to view verified contact signals for Corey Berse at Soundfront Advisors, including work email, phone, and LinkedIn data when available.
What schools did Corey Berse attend?
Corey Berse holds Mba from Ucla Anderson School Of Management.
What skills is Corey Berse known for?
Corey Berse is listed with skills including Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Valuation, Corporate Strategy, Business Development, and International Expansion.
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