ÂÜÀòÂÒÂ×

Corey Burkhart is a Senior Manager of Business Strategy Onboarding and Learning with extensive experience in financial consulting and client relationship management. Previously, Corey served in various roles at Charles Schwab, including Senior Manager and Portfolio Consultant, where they provided customized portfolio management and advice to high-net-worth clients. Corey's background also includes work as a Wealth Management Advisor at TIAA-CREF and a Financial Representative at Principal Financial Group, demonstrating a strong commitment to helping clients achieve their financial objectives. Corey is recognized for their problem-solving skills and dedication to team-oriented development in the software field.