Corey Dalton
Wealth Management Associate at Morgan Stanley
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
100K
Contact information
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c•••••••@morganstanley.com
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Background
About Corey Dalton
Corey Dalton is an Associate with J.P. Morgan Advisors, a wealth management division of J.P. Morgan. As a member of the Grossman Group, he works in a client-facing capacity, supporting high- and ultra-high-net-worth individuals and institutions. Corey’s responsibilities include onboarding procedures, executing money transfers, and ensuring any client requests are handled efficiently and professionally. He serves as a liaison to other departments within the firm and has a reputation for managing day-to-day activities in a steady and experienced manner. Prior to joining J.P. Morgan, Corey spent six years working in the sports technology industry for two start-ups based in NYC, Krossover and SwingU. He graduated from High Point University in 2015 with a B.S. degree in Business Administration and currently holds FINRA SIE, Series 7, and Series 66 licenses.
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