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Cory is responsible for sales, marketing and distribution wealth management services at Ernst & Young LLP and is a pre-eminent thought leader and strategic advisor to CEOs and boards. With more than 20 years of industry experience, she is known for her innovation and unique takes on exponential growth strategies, digital marketing and technology. She focuses on next best action campaigns, sales force transformation, digital assets and product development, marketing technology and CRM systems.
Cory has worked in venture capital and was a Yale Ventures Entrepreneur-in-Residence, where she built and advised FinTechs and data firms, from startup to multibillion-dollar valuations.
Cory has two master’s degrees from Yale University and has passed the Series 7 exam, CFA Level I and II exams, CAIA Level I exam and the Canadian securities exam. She is based in New York City.
How Cory is building a better working world
Cory is committed to helping CEOs across financial services embrace technology and new ways of working to improve their businesses and create better services for their customers and employees. A bold thinker, Cory’s academic research, training and passion for innovation have helped numerous organizations successfully pursue exponential growth strategies and break out of old unproductive habits that impede transformation and change. Cory posts on LinkedIn and speaks at industry conferences and events on innovation, client experience, artificial intelligence, sales technology, retirement solutions, digital marketing and brand strategy.