Cory Persson Email & Phone Number
Chief Investment Officer @ Axxcess Wealth Management
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Cory Persson Location
- Newport Beach, CA, US
Cory Persson Work
- Chief Investment Officer @ (November 2023 - Present)
- Director of Investments @ (April 2018 - November 2023)
- Director of Investment Strategy @ (December 2013 - March 2018)
- Senior Finance Associate (CORE) @ (July 2013 - December 2013)
- Finance Associate (CORE) @ (July 2012 - July 2013)
- Management Trainee Intern @ (May 2011 - May 2012)
- Campus Ambassador @ (April 2011 - April 2012)
Cory Persson Education
- Brigham Young University
BA (Economics, Business Management)
2006-2012
Cory Persson Skills
- Financial Analysis
- Leadership
- Customer Service
- Finance
- Project Management
- Spanish
- Portfolio Management
- Strategy
- Social Media
- Wealth Management
- MoneyGuidePro
- Tamarac Advisor View
- Tamarac Advisor Rebalancing
- Sales
- Regression Analysis
- Research
- Creativity
- Regression Models
- Microsoft Excel
- Economics
- Tamarac Rebalancing
- Essbase
- SharePoint
- Marketing
- Microsoft Office
- Analysis
- Film Accounting
- SOX Compliancy
- Microsoft Word
- Revenue Analysis
- Teamwork
- SAP
- Problem Solving
- Financial Reporting
Cory Persson Summary
- Cory Persson, based in Newport Beach, CA, US, is currently a Chief Investment Officer at Axxcess Wealth Management. Cory Persson brings experience from previous roles at Axxcess Wealth Management, Pacific Capital and Comcast. Cory Persson holds a 2006 - 2012 BA in Economics, Business Management @ Brigham Young University. With a robust skill set that includes Financial Analysis, Leadership, Customer Service, Finance, Project Management and more. Cory Persson has 3 emails and 1 mobile phone numbers on RocketReach.
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