Bio
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Corey Mitchell is a seasoned finance professional with expertise in accounting, finance, and investments. He has worked as a Chief Financial Officer, Investment Advisor Representative, Senior Accountant, and Transportation Manager, holding various roles in industries such as wealth management and logistics. Mitchell holds a Master of Science in Accounting and a Bachelor's degree in Accounting and Finance from Central Connecticut State University, and is certified in Series 66, Series 7, and Securities Industry Essentials.
Credentials
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Series 66
NASAAJan, 2022- Apr, 2026 -
Series 7
FINRAOct, 2021- Apr, 2026 -
Securities Industry Essentials
FINRA
Experience
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Chief Financial Officer
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Mar 2022 - Present
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Investment Advisor Representative
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Sep 2021 - Oct 2022
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Senior Accountant
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Jul 2020 - Oct 2022
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The Homeaides
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Middletown, Connecticut, United States
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Transportation Manager
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Jan 2019 - Mar 2020
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Middletown, Connecticut, United States
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Education
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2021 - 2022Central Connecticut State University
Master of Science - MS, Accounting -
2019 - 2021Central Connecticut State University
Bachelor's degree, Accounting and Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting and Auditing, Financial Services, Banking and Financial Services, Investment Banking, Investment Management.”
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