Corey Clermont, Cfp®
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Corey Clermont, Cfp® Email & Phone Number

Vice President, Private Wealth at Income Research + Management
Location: Los Angeles Metropolitan Area, United States, United States 7 work roles 2 schools
1 work email found @putnam.com 3 phones found area 508 and 617 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@putnam.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Income Research + Management
Role
Vice President, Private Wealth
Location
Los Angeles Metropolitan Area, United States, United States
Company size
240 employees

Who is Corey Clermont, Cfp®? Overview

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Quick answer

Corey Clermont, Cfp® is listed as Vice President, Private Wealth at Income Research + Management, a company with 240 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at putnam.com, phone signal with area code 508, 617, and a matched LinkedIn profile for Corey Clermont, Cfp®.

Corey Clermont, Cfp® previously worked as Client Portfolio Manager at Doubleline Group Lp and Product Associate at Doubleline Group Lp. Corey Clermont, Cfp® holds Bachelor'S Degree, Finance & Marketing from University Of Massachusetts Boston.

Company email context

Email format at Income Research + Management

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*@putnam.com
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AeroLeads found 1 current-domain work email signal for Corey Clermont, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Corey Clermont, Cfp®

Mr. Clermont joined DoubleLine in 2018 and serves as a Client Portfolio Manager. In this capacity, he is responsible for communicating DoubleLine’s macroeconomic views and portfolio positioning via client engagement, published market commentary and dedicated strategy content, with a focus on DoubleLine’s Fixed Income Asset Allocation strategies. Prior to DoubleLine, Mr. Clermont was in mutual fund distribution for Putnam Investments. He holds a B.S. in Finance and Marketing from the University of Massachusetts, Boston. Mr. Clermont is a CFP® certificant and holds the FINRA Series 7 and 63 licenses.

Listed skills include Time Management, Powerpoint, Microsoft Excel, Sales, and 17 others.

Current workplace

Corey Clermont, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Income Research + Management
Income Research + Management
Vice President, Private Wealth
Boston, MA, US
Website
incomeresearch.com
Employees
240
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Company profile
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7 roles

Corey Clermont, Cfp® work experience

A career timeline built from the work history available for this profile.

Client Portfolio Manager

Current
Doubleline Group Lp

Greater Los Angeles Area

Dec 2019 - Present

Senior Associate Advisor Consultant - Internal Wholesaler

Putnam Investments

Covered Tennessee and Kentucky in partnership with Senior Marketing Director Dan Greene. Frequently traveled to conduct meetings & branch presentations.

Jun 2017 - Nov 2018

Associate Advisor Consultant - Internal Wholesaler

Putnam Investments

Working in partnership with Senior Regional Marketing Director Dan Greene covering wire-house firms, independent broker dealers, and banking institutions in the state of Tennessee & Kentucky. Won ‘Top Gun’ accolade in 2016.

Dec 2015 - Jun 2017
Team & coworkers

Colleagues at Income Research + Management

Other employees you can reach at incomeresearch.com. View company contacts for 240 employees →

JB Jianny Bautista Jianny Bautista Colleague at Income Research + Management Boston, Massachusetts, United States, United States View → S( Sharon (Graeb) Marks Sharon (Graeb) Marks Colleague at Income Research + Management Needham, Massachusetts, United States, United States View → BA Bruno Alikaj Bruno Alikaj Colleague at Income Research + Management Boston, Massachusetts, United States, United States View → CB Caleb Bower, Cfa Caleb Bower, Cfa Colleague at Income Research + Management United States, United States View → RG Robert Gentile Robert Gentile Colleague at Income Research + Management Boston, Massachusetts, United States, United States View → SD Steven Devine Steven Devine Colleague at Income Research + Management Boston, Massachusetts, United States, United States View → MC Martín Cabrera Martín Cabrera Colleague at Income Research + Management El Paso Metropolitan Area, United States View → JT Jordan Thomas Jordan Thomas Colleague at Income Research + Management United States, United States View → PS Pahwa Sanitary Pahwa Sanitary Colleague at Income Research + Management Nawanshahr, Punjab, India, India View → BF Beth Fiore Beth Fiore Colleague at Income Research + Management Boston, Massachusetts, United States, United States View →
2 education records

Corey Clermont, Cfp® education

Bachelor'S Degree, Business, Pass

Universität Mannheim

Activities and Societies: Futbol intramural team

FAQ

Frequently asked questions about Corey Clermont, Cfp®

Quick answers generated from the profile data available on this page.

What company does Corey Clermont, Cfp® work for?

Corey Clermont, Cfp® works for Income Research + Management.

What is Corey Clermont, Cfp®'s role at Income Research + Management?

Corey Clermont, Cfp® is listed as Vice President, Private Wealth at Income Research + Management.

What is Corey Clermont, Cfp®'s email address?

AeroLeads has found 1 work email signal at @putnam.com for Corey Clermont, Cfp® at Income Research + Management.

What is Corey Clermont, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 508, 617 for Corey Clermont, Cfp® at Income Research + Management.

Where is Corey Clermont, Cfp® based?

Corey Clermont, Cfp® is based in Los Angeles Metropolitan Area, United States, United States while working with Income Research + Management.

What companies has Corey Clermont, Cfp® worked for?

Corey Clermont, Cfp® has worked for Income Research + Management, Doubleline Group Lp, and Putnam Investments.

Who are Corey Clermont, Cfp®'s colleagues at Income Research + Management?

Corey Clermont, Cfp®'s colleagues at Income Research + Management include Jianny Bautista, Sharon (Graeb) Marks, Bruno Alikaj, Caleb Bower, Cfa, and Robert Gentile.

How can I contact Corey Clermont, Cfp®?

You can use AeroLeads to view verified contact signals for Corey Clermont, Cfp® at Income Research + Management, including work email, phone, and LinkedIn data when available.

What schools did Corey Clermont, Cfp® attend?

Corey Clermont, Cfp® holds Bachelor'S Degree, Finance & Marketing from University Of Massachusetts Boston.

What skills is Corey Clermont, Cfp® known for?

Corey Clermont, Cfp® is listed with skills including Time Management, Powerpoint, Microsoft Excel, Sales, Social Media, Social Networking, Customer Service, and Salesforce.Com.

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