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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

  • Series 66
    NASAA
    Jan, 2022
    - Apr, 2026
  • Series 7
    FINRA
    Oct, 2021
    - Apr, 2026
  • Securities Industry Essentials
    FINRA

Experience

Education

  • 2021 - 2022
    Central Connecticut State University
    Master of Science - MS, Accounting
  • 2019 - 2021
    Central Connecticut State University
    Bachelor's degree, Accounting and Finance

Suggested Services

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Industry Focus. “Accounting and Auditing, Financial Services, Banking and Financial Services, Investment Banking, Investment Management.”

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