Profile
Mr. Corey Roun is Client Relationship Manager at Lyons Wealth Management LLC since June 2009.
Prior to the investment management and financial service industry, he held a position with a national sales, marketing, and customer service organization.
Corey has served in a trading and technology role over the last 3 years with the firm.
Mr. Roun has a diverse background having played baseball collegiately and professionally.
He also builds and road races cars in his off hours and resides in Casselberry with his wife.
Mr. Roun also attended Full Sail University.
Former positions of Corey Roun
| Companies | Position | End |
|---|---|---|
Alexander Read Investment Management, Inc.
 Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Trading-Equity | 2011-07-25 |
Lyons Wealth Management LLC
 Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Trading-Equity | 2011-07-26 |
Full Sail University (Holdings)
 Full Sail University (Holdings) Miscellaneous Commercial ServicesCommercial Services Full Sail University (Holdings) provides education services. The company is headquartered in Winter Park, FL. | Corporate Officer/Principal | - |
Enterprise Rent-A-Car Co.
 Enterprise Rent-A-Car Co. Finance/Rental/LeasingFinance Enterprise Rent-A-Car Co. provided car rental services. It offered car leasing, vanpooling, and car sharing and hourly rental programs. The company was founded by Jack Crawford Taylor in 1957 and was headquartered in Clayton, MO. | Corporate Officer/Principal | - |
Training of Corey Roun
| Salisbury State University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Alexander Read Investment Management, Inc.
Alexander Read Investment Management, Inc. Investment ManagersFinance Founded in 1997, Alexander Read Investment Management, Inc. is a registered investment advisor located in Winter Park, Florida with an additional office in Naples, Florida. The firm provides investment management services to high net-worth individuals, fiduciaries, business owners, entrepreneurs, pooled investment vehicles and charitable organizations. They manage equity, fixed-income and balanced portfolios. | Finance |
Enterprise Rent-A-Car Co.
Enterprise Rent-A-Car Co. Finance/Rental/LeasingFinance Enterprise Rent-A-Car Co. provided car rental services. It offered car leasing, vanpooling, and car sharing and hourly rental programs. The company was founded by Jack Crawford Taylor in 1957 and was headquartered in Clayton, MO. | Finance |
Full Sail University (Holdings)
Full Sail University (Holdings) Miscellaneous Commercial ServicesCommercial Services Full Sail University (Holdings) provides education services. The company is headquartered in Winter Park, FL. | Commercial Services |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Finance |
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