Corey Birunas Email & Phone Number

United States

Greater Philadelphia

Directly responsible for driving net-new revenue.Bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth).

Results-driven Business Development Executive with 10+ years of experience exceeding sales targets, building strong client relationships, and driving revenue growth in the Wealth Management industry.Expertise in identifying, qualifying, and closing sales opportunities within the RIA/BD sector. Proficient in selling portfolio management services and effectively demonstrating their value proposition to potential clients.Proven ability to build and maintain lasting relationships with key decision-makers, resulting in repeat business and referrals.Skilled presenter and negotiator with a passion for winning and a commitment to providing exceptional customer service.

Engaged in advanced consulting efforts to drive high-percentage growth by facilitating meetings to determine progress and discuss business matters. Collaborated closely with C-Suite leaders to accelerate and deliver data-driven, innovative sales, and engagement strategies. Identified and secured new opportunities for clients and liaise with internal teams to achieve influential ROIs. Championed practice management guidance and provided continuous feedback to evaluate consultants’ skillset. -Met 100% of advisors’ goals in conjunction with business model and expansion initiatives, utilizing account management expertise to exceed client expectations. -Actively participated in well-known industry events across the country and influence positive business decisions by working with critical business partners. -Accomplished multiple key business objectives by successfully cultivating and maintaining productive relationships with executive managers and custodian technology consultants. -Leveraged effective consultative sales approach to strengthen client relations, promote Orion’s technology to advisors, and enhance revenue growth. -Contributed to growing 60% of the firms supported with an average 10% AUM growth per quarter. -Managed end-to-end onboarding project to implement process efficiencies and onboard money managers to create additional revenue-generating opportunities while improving the client experience.

Berwyn, Pennsylvania, United States

Established best-in-class investment models utilized in implementation of investment strategies by cooperating with internal/external sources. Fostered strong connections with investment management by establishing positive environment with aim to encourage positivity, collaboration, and supportive partnerships. -Ensured overachievement of all sales targets through development and execution of multiple initiatives as part of strategic business plan, leveraging industry knowledge and expertise to deliver top-level growth. -Supported model provider to drive AUM growth by communicating with existing clients on regular basis and building new relationships. -Engaged in product, process, and technology platform innovations to drive company market share acceleration.

Berwyn, Pa

Served as a trusted industry-leading expert to provide guidance and recommendations to organizations on effective practice management by building rapport with C-Suite executives with company’s largest RIA. Developed clear sales objectives and executed innovative strategies to augment sales process and reach agreements. Worked alongside internal partners to devise and implement adaptable solutions. -Participated in strategic research and prepared executive-level presentations on value of company services/products. -Secured profitable accounts by presenting compelling business opportunities, creating client connections, and providing empathetic consultative selling. -Ultimately generated 20% revenue and exceeded quarterly growth goals by designing and adopting inventive strategies, leveling up the organization to reach business objectives as a forward-thinking professional.

Malvern, Pa

Led proposals and utilized prospectus language, operational model, distributions, and expense structure to find optimal solutions and launch/modify products. Delivered robust solutions to effectively use company funds and address individuals’ concerns. -Pioneered strategies to deliver favorable service contracts for external financial facilities as well as company mutual funds and ETFs by leveraging advanced interpersonal and leadership skills. -Improved high-percentage fund adoption by creating detailed strategies to develop and upsell services to existing customers, driving new revenue generating opportunities within the business.

Wilmington, Delaware

Performed as an SME and investment manager to present annual reviews and client communication processes to evaluate client investment and ensure portfolios comply with firm investment policies. Consistently addressed clients’ concerns and inquiries while providing top-level financial advice. Analyzed all matters related to financial performance, reviewed financial statements, and conducted recommended operating adjustments. Provided effective leadership and offered on-going support to team members, key stakeholders, and advisors. Monitored all asset allocation activities and monitored performance of discretionary portfolios. -Influenced 35% increase in firm revenue in the 1st year by modifying and revamping planning and investment strategies and enhancing engagement with key clients. -Analyzed all matters related to financial performance, reviewed financial statements, and conducted recommended operating adjustments. -Provided effective leadership and offered on-going support to team members, key stakeholders, and advisors. -Monitored all asset allocation activities and monitored performance of discretionary portfolios.