Adam Corrie

Background

About Adam Corrie

A results-driven professional with a robust skill set in project management and leadership, I have a proven track record of success in various key initiatives. I have successfully led the operational initiatives of the establishment of a new RIA, including implementation of a new technology suite, workflow overhaul, creation of a firmwide Wiki, and the seamless transition of a physical office location. My expertise extends to the creation and execution of compliance processes and custom calculators, including those for RIA valuation and practice management. As an experienced manager and integral member of the a RIA leadership team, I played a pivotal role in motivating and inspiring three separate departments to achieve consistent quarter-over-quarter success in meeting planned goals. A strategic and analytical thinker, I strategically prepared for an SEC Audit within 18 months of the establishment of a new RIA, achieving a clean outcome with no deficiencies found. Known for my proven ability to build trust with ownership and staff, I am also experienced in EOS™ integration, showcasing my capability to design and consistently execute firm vision along with day-to-day priorities.