Corey Martinez

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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.