Cory Gray Email & Phone Number
President I Wealth Advisor @ Shelter Island Wealth Management
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Cory Gray Location
- San Diego, CA, US
Cory Gray Work
- President I Wealth Advisor @ (March 2026 - Present)
- LPL Financial Advisor @ Financial Planning Consultants (January 2022 - Present)
- Vice President @ (October 2012 - December 2021)
- Regional Private Banker @ (March 2006 - October 2012)
Cory Gray Education
- University of San Diego
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
Cory Gray Skills
- series 66
- Series 24
- Life & Health Insurance Licenses
- Private Banking
- Series 7
- Lending
- Investment Strategies
- Market Analysis
- Problem Solving
- Certified Financial Planner
- Banking
- Financial Services
- Investments
- Commercial Lending
- Sales
- New Business Development
- Portfolio Management
- Finance
- Insurance
- Business Development
- Mortgage Lending
- Credit
- Loans
- Financial Analysis
- Underwriting
- Asset Management
- Relationship Management
- Risk Management
- Wealth Management
- Small Business Lending
- Equipment Financing
- Financial Instruments
- Investment Advisory
- Management
- Customer Service
- Debt Recovery
- Factoring
- Loan Origination
- Financial Advisory
- Account Management
- Wealth Management Services
- Financial Planning
- Retail Banking
- Residential Mortgages
- Mutual Funds
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Marketing
- Organization Skills
Cory Gray Summary
- Cory Gray, based in San Diego, CA, US, is currently a President I Wealth Advisor at Shelter Island Wealth Management. Cory Gray brings experience from previous roles at Financial Planning Consultants, BGE Financial Corporation and Wells Fargo Private Bank. Cory Gray holds a Bachelor of Business Administration (BBA) in Business Administration and Management, General @ University of San Diego. With a robust skill set that includes series 66, Series 24, Life & Health Insurance Licenses, Private Banking, Series 7 and more. Cory Gray has 1 emails and 2 mobile phone numbers on RocketReach.
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