Mr. Roun has been with Lyons Wealth since 2009 and serves as Director of Client Relations. He is also the Chief Technology Officer and ensures that the firm’s technology needs are met and exceeded as well as ensuring that the firm is in compliance with regulations.
Mr. Roun works to ensure that clients have both a seamless transition to the firm, as well as a dedicated point of contact for service. With over 10 years’ experience in the investment world, Corey Roun brings a significant wealth of knowledge to his roles at the firm. Prior to his positions with Mr. Read, Mr. Roun worked in sales, marketing, technology and operational roles.
He currently has his Series 65 securities registration.