Cory Persson Email & Phone Number
Chief Investment Officer @ Axxcess Wealth Management
5 free lookup(s).
Cory Persson Location
- Newport Beach, CA, US
Cory Persson Work
- 2023 -now Chief Investment Officer @
- 2018 -2023 Director of Investments @
- 2013 -2018 Director of Investment Strategy @
- 2013 -2013 Senior Finance Associate (CORE) @
- 2012 -2013 Finance Associate (CORE) @
- 2011 -2012 Management Trainee Intern @
- 2011 -2012 Campus Ambassador @
- 2011 -2011 Donor Relations Intern @ Community Action Services and Food Bank
- 2004 -2005 Online Sales Director @ Shutdown Xtreme Paintball
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.
View Cory's Email & Phone Number (It's Free)
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Cory Persson?
Find contact details for 700 million professionals.
Top Axxcess Wealth Management Employees
Michael Seid
Principal CEO
Carlsbad, CA, US
Bryan Goligoski
Editor at Large
Los Angeles, CA, US
Jeff Anderson
Director of Portfolio Solutions
Carlsbad, CA, US
Matt Merrill
Associate Director - Operations
California, United States
Robert Mulreaney
Investment Operations Associate
Lutherville-Timonium, MD, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co