COREY EDWARDS
Fort Worth,TX
Summary
Skilled Financial Services Professional with growing experience providing account management and partnership development for financial products and services as an investment specialist and equities trader at a broker dealer. Extensive experience in all aspects of financial management including cultivating new business partnerships, financial planning, marketing, financial reporting and analysis, and an open eye for advances in FinTech. Continually exceeds expectations by building valuable relationships and works well with people at all levels of an organization including stakeholders, executive management, partners, sales teams, and clients.
Overview
6
6
years of professional experience
Work History
Financial Planning Support Specialist
First Command Financial Services
02.2024 - Current
- Collaborating with Field Force Training and Business Processing Consultants to enhance the training for new Advisors
- Supporting Advisor Services by aiding Advisors with Plan Development and Illustrating Recommendations for Supervision
- Interpreting plan data from reports and providing deliverables for Advisors to effectively engage with their client
- Utilizing NaviPlan and MoneyGuidePro along with Financial Planning HUB to support performing our fiduciary responsibility
- Developing knowledge of Financial Technology to enhance the planning and business cultivation process.
Securities Trader/Client Relations Specialist
First Command Financial Services
02.2022 - 02.2024
- Assisted clients with becoming self-directed investors by advising them on equities and complex trading options
- Enhanced the client experience and personally reduced hold times by an average of 31% over 2 quarters
- Aided in daily management of trading performance including execution, timing, communication, and expectations
- Improved capabilities and the scalability of investment processes through continuous development strategies
- Communicated performance and portfolio changes quarterly as well as delivering trade error reports to advisors
- Processed over 1600 documented trades and communicating with clients to provide status updates on transactions
- Validated regulatory conformance by thoroughly reviewing securities transactions and addressing discrepancies
- Completed daily operations of the trading department along with other traders to exceed expectations of the department
- Protected the company through implementation of processes to create sound trading and auditing practices
- Owned accountability for minimizing trade errors and maintaining the integrity of firm and client portfolios.
Manpower Officer, Captain
United States Marine Corps
09.2021 - 09.2023
- Regulated the certification of personnel attendance and the authorization of servicemember travel of 300+ Marines
- Oversaw timely distribution of funds related to Reserve Annual Training 2022 and 2023 for more than $650K
- Maximized operational effectiveness and provided essential services to assigned and supported personnel
- Served as a principal advisor to commanders on manpower staffing and issues that directly impacted unit readiness
- Processed and analyzed large amounts of data derived from human resource software systems to manage the force.
Manpower Officer, Captain
United States Marine Corps
04.2018 - 09.2021
- Provided manpower and administrative support to commanders to enhance readiness and operational capabilities
- Strategically identified and recruited highly trained candidates with specific skill sets for marine expeditionary forces
- Supplied combatant and component commanders with "the right Marine, at the right time, in the right billet." Managed the annual Reserve budget of more than $3M including fund allocation for Active Duty Operational Support
- Executed filling the Manpower requirements for II Marine Expeditionary Force, Reserve Liaison during the Covid-19 Pandemic.
Education
Bachelor of Science -
SUNY Maritime College
Associate Degree in Liberal Arts and Science -
SUNY Alfred State College of Technology
Skills
- Financial Services Industry Knowledge
- Portfolio Performance Review
- Relationship Management & Client Acquisition
- Team Leadership & Collaborative Development
- Investor Relations & Risk Mitigation
- Financial Plan Analysis
- Financial Planning Software Fluency
- Interdepartmental Problem Solving
- Brokerage Trade Platform Fluency
- Marketing & Business Development
- Account Management & Security
- Advisor Engagement & Networking
- Proactive & Responsive Client Service
- Excellent Verbal & Written Communication
Training Licenses Certifications
- USMC Officer Commission - Officer Candidate School, USMC, Quantico, VA
- Securities Essential Program (SIE) License
- Series 7 License
- Series 66 License
- Life and Health Insurance License
- Enrolled in CFP course-The American College of Financial Services
Timeline
Financial Planning Support Specialist
First Command Financial Services
02.2024 - Current
Securities Trader/Client Relations Specialist
First Command Financial Services
02.2022 - 02.2024
Manpower Officer, Captain
United States Marine Corps
09.2021 - 09.2023
Manpower Officer, Captain
United States Marine Corps
04.2018 - 09.2021
Bachelor of Science -
SUNY Maritime College
Associate Degree in Liberal Arts and Science -
SUNY Alfred State College of Technology