Cory Poe Email & Phone Number
Portfolio Associate @ Focus Partners Wealth
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Cory Poe Location
- Baltimore, MD, US
Cory Poe Work
- Portfolio Associate @ (June 2024 - Present)
- Operations Specialist and Trader @ (November 2022 - June 2024)
- Listed Derivatives Trade Support Analyst @ (July 2020 - November 2022)
- Controller and Data Manager and Sales Representative @ (July 2019 - March 2020)
- Intern to Managing Director @ (June 2018 - August 2018)
Cory Poe Education
- Lehigh University
(B.S.) (Finance & Minor, Philosophy)
2015-2019
Cory Poe Skills
- Trading Systems
- Portfolio Management
- Customer Relationship Management (CRM)
- Automation
- Leadership
- Trade Support
- Derivatives
- Forecasting
- Microsoft Excel
- SQL
- Social Media
- Modeling
- Microsoft Word
- Microsoft PowerPoint
- Visual Basic for Applications (VBA)
- Teamwork
- Customer Service
Cory Poe Summary
- Cory Poe, based in Baltimore, MD, US, is currently a Portfolio Associate at Focus Partners Wealth. Cory Poe brings experience from previous roles at Hunt Valley Wealth, Morgan Stanley, Argo Swim Video and Global Entrepreneurship Network. Cory Poe holds a 2015 - 2019 (B.S.) in Finance & Minor, Philosophy @ Lehigh University. With a robust skill set that includes Trading Systems, Portfolio Management, Customer Relationship Management (CRM), Automation, Leadership and more. Cory Poe has 2 emails and 1 mobile phone numbers on RocketReach.
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