Cortney Milner, AIF

Partner at Veery Capital
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
West Chester, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Veery Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Nov 2021 - Present

  • Veery Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Retirement Services
      • Oct 2012 - Jan 2020

      Wilmington, DE Cortney’s current role on her team is multidimensional. She is responsible for helping clients through the planning process, handles client service on our retirement plan business which consists of 60+ plans and 3,000+ participants, and helps to manage all of the day to day operations of the practice (both client and practice related).

  • Legacy Planning Partners
    • Financial Services
    • 1 - 100 Employee
    • 401(k) & Financial Planning Specialist
      • Aug 2007 - Oct 2012

      West Chester, Pa

Education

  • West Chester University of Pennsylvania
    Bachelor of Science (BS), Finance
    2004 - 2008

Community

You need to have a working account to view this content. Click here to join now