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Cory Gilmartin

Cory Gilmartin

Investment Intern

Followers of Cory Gilmartin290 followers
location of Cory GilmartinSouth Bend-Mishawaka Region

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  • Timeline

  • About me

    Associate at OASIS Financial Solutions

  • Education

    • Mishawaka High School

      2001 - 2005

    • Indiana Wesleyan University

      2018 - 2020
      Master of Business Administration - MBA Financial Planning and Services First Year

    • Indiana University South Bend

      2006 - 2012
      Bachelor of Arts History

      Commencement Speaker - 2012Senior Leader of the Year - 2012Student Body President - 2012Excellence in Community Service - 2011President of Student Senate- 2011Captain & Founder of Debate Team-2007 & 2011

  • Experience

    • Notre Dame Federal Credit Union

      Jan 2012 - Jul 2012
      Investment Intern

      I assisted two financial consultants and a financial adviser in building their book of business. I learned valuable skills to better build my practice.

    • Western & Southern Life

      Sept 2012 - Jun 2013
      Financial Representative

      I helped individuals and families assess present and future risk, and plan for protection.

    • Western & Southern Financial Group

      Mar 2013 - Jul 2013
      Registered Representative

      I built relationships with individuals and families, helping them recognize financial goals. Then worked with them to prioritize these goals.

    • OASIS Financial Solutions

      Dec 2015 - now
      Associate

      I work with people and their families to prepare individual and small business taxes. I also assist with payroll and payroll tax for small businesses.

  • Licenses & Certifications

    • Enrolled Agent (EA)

      U.S. Treasury Departmen
      Mar 2019

    • Life, Health, & Disability Insurance Licensed

      State of Indiana
      Sept 2012