Corey Levine
2 email domains
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Corey Levine Email & Phone Number
Wealth Advisor, CRPC
at
Cross Financial Management
LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor, CRPC
Location
Beaverton, Oregon, United States
Company size
Who is Corey Levine? Overview
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Quick answer
Corey Levine is listed as Wealth Advisor, CRPC at Cross Financial Management, a with 10 employees, based in Beaverton, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Corey Levine.
Company email context
Email format at Cross Financial Management
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Cross Financial Management
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Profile bio
About Corey Levine
Corey Levine is a Wealth Advisor, CRPC at Cross Financial Management. They possess expertise in investments, financial advisory, portfolio management, wealth management, trustee investments and 3 more skills.
Listed skills include Investments, Financial Advisory, Portfolio Management, Wealth Management, and 4 others.
Current workplace
Corey Levine's current company
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Cross Financial Management
1 role
Corey Levine work experience
A career timeline built from the work history available for this profile.
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Wealth Advisor, Crpc
Team & coworkers
Colleagues at Cross Financial Management
Other employees you can reach at crossfinancialmgmt.com. View company contacts for 10 employees →
DS
Divya Shetty
Colleague at Cross Financial ManagementNew Delhi, Delhi, India
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WM
Wanessa Marie
Colleague at Cross Financial ManagementMiami, Florida, United States
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KD
Karen Day
Colleague at Cross Financial ManagementBeaverton, Oregon, United States
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CL
Corey Levine
Colleague at Cross Financial ManagementPortland, Oregon Metropolitan Area, United States
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Divya Shetty
Colleague at Cross Financial ManagementNew Delhi, Delhi, India
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WM
Wanessa Marie
Colleague at Cross Financial ManagementMiami, Florida, United States
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KD
Karen Day
Colleague at Cross Financial ManagementBeaverton, Oregon, United States
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CL
Corey Levine
Colleague at Cross Financial ManagementPortland, Oregon Metropolitan Area, United States
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FAQ
Frequently asked questions about Corey Levine
Quick answers generated from the profile data available on this page.
What company does Corey Levine work for?
Corey Levine works for Cross Financial Management.
What is Corey Levine's role at Cross Financial Management?
Corey Levine is listed as Wealth Advisor, CRPC at Cross Financial Management.
Where is Corey Levine based?
Corey Levine is based in Beaverton, Oregon, United States while working with Cross Financial Management.
What companies has Corey Levine worked for?
Corey Levine has worked for Cross Financial Management.
Who are Corey Levine's colleagues at Cross Financial Management?
Corey Levine's colleagues at Cross Financial Management include Divya Shetty, Wanessa Marie, Karen Day, and Corey Levine.
How can I contact Corey Levine?
You can use AeroLeads to view verified contact signals for Corey Levine at Cross Financial Management, including work email, phone, and LinkedIn data when available.
What skills is Corey Levine known for?
Corey Levine is listed with skills including Investments, Financial Advisory, Portfolio Management, Wealth Management, Trustee Investments, Retirement Planning, Asset Allocation, and Conservatorships.
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