Cory Poe Email & Phone Number
Portfolio Associate @ Focus Partners Wealth
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Cory Poe Location
- Baltimore, MD, US
Cory Poe Work
- 2024 -now Portfolio Associate @
- 2022 -2024 Operations Specialist and Trader @
- 2020 -2022 Listed Derivatives Trade Support Analyst @
- 2019 -2020 Controller and Data Manager and Sales Representative @
- 2018 -2018 Intern to Managing Director @
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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