Corey Martinez, transitions manager – key accounts of private banking for TriState Capital Bank, is responsible for supporting financial advisors and their clients through each step of the transition process and working to move assets quickly to minimize disruption for them. He holds a bachelor’s degree in business administration from Tiffin University and a master’s degree in business administration from Tiffin University. He also has his series 7 and 63 securities licenses.
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Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].