Corey Dalton is an Investment Associate with J.P. Morgan Advisors, a wealth management division of J.P. Morgan. As a member of the Grossman Group, he works in a client-facing capacity, supporting high- and ultra-high-net-worth individuals and institutions. Corey’s responsibilities include onboarding procedures, executing money transfers, and ensuring any client requests are handled efficiently and professionally. He serves as a liaison to other departments within the firm and has a reputation for managing day-to-day activities in a steady and experienced manner.Prior to joining J.P. Morgan, Corey spent six years working in the sports technology industry for two start-ups based in NYC, Krossover and SwingU. He graduated from High Point University in 2015 with a B.S. degree in Business Administration and currently holds FINRA SIE, Series 7, and Series 66 licenses.
Listed skills include Microsoft Office, Powerpoint, Leadership, Time Management, and 17 others.