Corey Casilio carries a heavy work load at Valentine Capital and carries dual responsibilities. Primarily, Corey travels 20 weeks a year to explain and describe our propriety CFTA (Cash Flow and Tax Analysis) designed to assist prospects and clients during retirement.
In just his 2nd year as an Advisor, Corey, became a VP of Marketing and Sales in two territories and has been elevated to one-on-one meetings with clients. During the meetings a primary responsibility is conveying VCAM's IPC - Investment Policy Committee decisions and Allocation Shifts. Corey aspires to manage portfolios after finishing a Commercial Banking Analyst Program.
Prior to joining Valentine Capital, Corey was an accomplished Series 7 Service Rep for 5 Advisors at Merril Lynch in Buffalo, NY.
