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.

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.

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.

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.

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.

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.