Corey Walker

Results-driven Sales Team Leader with proven expertise in building strong teams and motivating exceptional sales results. Ambitious in pursuing opportunities to expand client base and increase group revenue. Expert in building connections and servicing accounts.

• Ledyard National Bank, Senior Financial Consultant, 02/01/24, 04/01/24, 3 months, Concord, New Hampshire, United States, Leading as a Senior Financial Specialist within Ledyard Financial Advisors' distinguished Wealth Management Group., Expertly deepening and expanding client relationships through strategic allocation of new investment assets, optimizing returns while managing risk effectively., Facilitating clients' lending and deposit relationships comprehensively in collaboration with the esteemed Private Banking team, ensuring seamless financial solutions., Demonstrating unwavering commitment to delivering unparalleled service by employing refined wealth management principles, exceeding client expectations consistently., Proactively cultivating new relationships through extensive networks with internal and external Centers of Influence (COIs), enhancing business opportunities and client outreach., Actively engaging in community involvement, esteemed board participation, and fostering synergistic collaboration with esteemed business partners within the Ledyard network.
• PARADYME, Private Equity Specialist / Consultant, 07/01/23, 02/01/24, 8 months, New Hampshire, United States, Identify and assess potential investment opportunities in the real estate market. Conduct thorough market research, financial analysis, and due diligence to evaluate the viability and profitability of potential deals., Oversee the origination of loans, including negotiating terms, structuring deals, and ensuring compliance with regulatory standards. Work closely with borrowers to understand their needs and tailor financial solutions that align with the fund's investment strategies., Maintain effective communication with borrowers and brokers to help fund loans quickly., Monitor and manage the existing portfolio of real estate loans.
• Walker Wealth Management, Managing Partner, 06/01/22, 08/01/23, 1 year 3 months, Bedford, New Hampshire, United States, Establish and implement business procedures and process improvements., Provided specialized financial planning support for clients with diverse portfolios and individual needs., Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan., Created financial models to analyze and evaluate investment strategies., Handled customer relations issues, enabling quick resolution, and client satisfaction., Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
• Commonwealth Financial Group, Partner, 06/01/22, 06/01/23, 1 year 1 month, Bedford, New Hampshire, United States, Stayed informed on industry developments and market trends to gain competitive advantage., Collaborated with colleagues and support staff to maximize team efficiency., Developed and implemented strategies to enhance partner relations.
• Northwestern Mutual, Financial Advisor, 12/01/16, 06/01/22, 5 years 7 months, Manchester, NH, Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans., Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts., Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs., Developed comprehensive retirement planning strategies to help clients maximize retirement savings.