At A Glance
- Compliance Officer, Director of SEC Reporting Compliance, Managing Director, and Partner
- Raising capital
- EBITDA improvements
- Strategic growth through M&A
- Equity and debt financing
- Global operations expansion and establishment
- Regulatory compliance and reporting
Key Leadership AccomplishmentsCorey has developed and been instrumental in developing top-flight, respected teams of five to more than a hundred people that ensure delivery of timely, accurate, and compliant financial information. Corey has helped develop and advance the careers of employees who ascended to top management tiers of various organizations. He is a CPA and CFF with hands-on experience in companies in dozens of countries. Corey has an extensive background in SEC financial report preparation, analysis, and filing, and multiple experiences in business mergers, acquisitions, divestitures, and various valuation matters.
Corey has 25 years of experience serving in a variety of global finance, accounting, compliance, and audit executive roles with hands-on strategic leadership across public and privately held organizations. Corey is a recognized authority on complex compliance, accounting matters, US GAAP, internal controls, auditing principles, risk management, budgeting, and analysis and reporting of financial and operational data. He has a well-developed analytics acumen with the ability to distill and present large, complex volumes of information in a clear, actionable manner to all audiences, including internal business stakeholders (executives and boards of directors), regulators, and other external parties. He is a seasoned corporate leader and proponent of talent management and rigorous financial and operational controls.
Corey has completed complex, deep-dive, hands-on accounting, finance, risk management, and compliance assignments in banking/financial services, healthcare delivery, managed care, various life sciences, life/health/property and casualty insurance, insurance brokerage, energy and resources, technology, private equity, manufacturing, aerospace and defense, consumer goods, construction, non-profit, and retail industries, among others. He has also managed accounting and compliance projects in more than 40 countries and nearly all 50 U.S. States.
Corey is well-versed in existing and new legislation impacting a variety of corporate compliance matters, with vast experience in preventing and detecting regulatory violations related to healthcare, financial services, anti-corruption, trade sanctions, and anti-fraud compliance programs. He has deep knowledge of the FCPA, the U.K. Bribery Act, anti-bribery investigations and risk assessments, third-party risk assessments, AML, privacy, sanctions, and financial crimes monitoring requirements. In addition, he has years of experience working on attorney-client privileged matters.
Corey holds a BBA in accountancy from the University of Wisconsin – Whitewater. He is a CPA in the state of Illinois (inactive) and a CFF.