Cory Jackmuff, Cipm®, Chfc® Email & Phone Number

Montgomeryville, Pa

Founded in 1964, BLBB is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique situations and goals. BLBB offers the capabilities of a larger firm coupled with the personal attention of a boutique practice. We believe our attention to detail, wealth of experience, and broad perspective enables us to deliver customized and comprehensive financial planning resources to our clients in an effort to help them, in turn, make better financial decisions, avoid taking on unnecessary risk, and feel in better control of their financial futures.For more information about our services, visit www.blbb.com

Oaks, Pennsylvania

Led a team of four direct reports in operational outsourcing functions, servicing 10 Registered Investment Advisors. The team's primary objective was the coordination of opening and funding investment portfolios with various teams including trading services, performance & reporting, reconciliation and data governance. These tasks involved detailed and audited workflows and were subject to a time-sensitive service level agreement. The team was also responsible for monthly and quarterly end-client invoicing using a proprietary system with audited quality control checks. In addition to coordinating new portfolios from existing clients, our team took the lead on the implementation process of new clients. Through ongoing conference calls and on-site meetings, we gained an intimate understanding of a client's existing workflow and data structure to ensure a successful on-boarding experience.

Deptford, Nj

Customer service and sales oriented role for local branch of TD Bank.Took on additional roles such as maintaining inventory and ambassador to new employees.Provided services as New Jersey Notary Public.Certified by the Nationwide Mortgage Licensing System.Responsible for discussing debit, savings and loan products to existing and potential customers. Products included: Business/Personal Checking and Savings, CD's, IRA's, Primary/Secondary mortgages, Home Equity Loans and HELOC's.

Bachelor Of Arts - Ba, Economics

Activities and Societies: Varsity Baseball, Club Ice Hockey, Phi Delta Theta Pennsylvania Beta

Master Of Business Administration - Mba, Finance

Activities and Societies: Alpha Epsilon Lambda (AEL), Upsilon Chapter- The National Honor Society of Graduate and Professional School.