“Cory is a preeminent thought leader and strategic advisor known for her innovative and unique takes on financial services, tech, and the economy more broadly. She is a key influencer and is respected for her ability to distill complex information and generate insights and actionable ideas that add value. She did a masterful job curating and moderating our panel discussion and co-chairing the Digital Transformation in Banking Summit.”
About
I am a wealth management senior executive with P&L experience and a track record of…
Activity
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I love the premise that a smile is a superpower!
I love the premise that a smile is a superpower!
Liked by Cory McCruden
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I am thrilled to announce that I’ll be attending #CFPBoard Connections Conference from September 29 - October 1, 2024, in Washington, DC. This…
I am thrilled to announce that I’ll be attending #CFPBoard Connections Conference from September 29 - October 1, 2024, in Washington, DC. This…
Liked by Cory McCruden
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As of this year, Gen Z workers will outnumber boomers in the workforce. To harness the potential of this emerging talent pool, WAM firms must adapt…
As of this year, Gen Z workers will outnumber boomers in the workforce. To harness the potential of this emerging talent pool, WAM firms must adapt…
Liked by Cory McCruden
Experience & Education
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EY
View Cory’s full experience
See their title, tenure and more.
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Licenses & Certifications
Volunteer Experience
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Board Member
Yale University
- Present 3 years 11 months
Serve on the Graduate School Alumni Association Board (volunteer). Work with the Dean and staff to bring the alumni community and Yale graduate students more closely together.
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Member
Chief
- Present 3 years 6 months
Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and affect change from the top-down.
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Member
30% Club
- 2 years
Economic Empowerment
Personally worked with Boards of public and private companies on actions to increase gender diversity at board and senior management levels. The 30% Club is a global campaign, which continues to expand its international footprint and now has presence in fourteen countries/ regions around the world.
Publications
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"Considering Heading South? Tips for Cross-Border U.S. Real Estate Ownership"
Available on request.
Other authors -
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"Entrepreneur to Global Investor - Successfully Navigating the Transition"
What happens after the sale of a business - how to manage the next stage of wealth.
Available on request (link coming soon).Other authors -
Honors & Awards
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#66 Top 100 Woman in Fintech
Fintech Magazine
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Innovation Award
BNY Mellon
Languages
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French
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Recommendations received
10 people have recommended Cory
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What a delight it was to spend time with Lisa Woods and Nancy Jester discussing how Walmart prioritizes healthcare for their associates, including…
What a delight it was to spend time with Lisa Woods and Nancy Jester discussing how Walmart prioritizes healthcare for their associates, including…
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Congratulations to my great uncle Hank Daniels on his retirement this month after a 40+ year career leading the family hospitality business. Hank…
Congratulations to my great uncle Hank Daniels on his retirement this month after a 40+ year career leading the family hospitality business. Hank…
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It was definitely #fangirl time last night at a fab event hosted by American Express The Female Quotient featuring Haley Sacks (Mrs. Dow Jones)…
It was definitely #fangirl time last night at a fab event hosted by American Express The Female Quotient featuring Haley Sacks (Mrs. Dow Jones)…
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The Board of Directors of CFP Board has elected Terri Kallsen CFP ® as its 2025 Board Chair-Elect. Please join us in congratulating Terri!…
The Board of Directors of CFP Board has elected Terri Kallsen CFP ® as its 2025 Board Chair-Elect. Please join us in congratulating Terri!…
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Excellent analysis on the Financial Times #WealthManagement hub from my Professional Wealth Management (PWM) colleague Elisa Battaglia Trovato…
Excellent analysis on the Financial Times #WealthManagement hub from my Professional Wealth Management (PWM) colleague Elisa Battaglia Trovato…
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I’ve been asked a bunch of times recently if I’ll “ever get back on the horse again”. My answer is: “this is my horse”! I love CEO coaching. It’s…
I’ve been asked a bunch of times recently if I’ll “ever get back on the horse again”. My answer is: “this is my horse”! I love CEO coaching. It’s…
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I had the pleasure to meet with members of this year’s cohort of Ivey Women in Asset Management interns as Marilyn Croghan and I discussed strategies…
I had the pleasure to meet with members of this year’s cohort of Ivey Women in Asset Management interns as Marilyn Croghan and I discussed strategies…
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one of the most talented human beings I've ever worked with. it's an honor to be on your team for all of us!
one of the most talented human beings I've ever worked with. it's an honor to be on your team for all of us!
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the world is in flux. here's how to beat back the ai invasion and make it your ally!
the world is in flux. here's how to beat back the ai invasion and make it your ally!
Liked by Cory McCruden
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I couldn’t agree more with Jamila Abston Mayfield after being promoted, embracing gratitude is crucial. Reflecting on your journey and acknowledging…
I couldn’t agree more with Jamila Abston Mayfield after being promoted, embracing gratitude is crucial. Reflecting on your journey and acknowledging…
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