Cory Roberson Email & Phone Number
Founder and CEO @ FIN Compliance
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Cory Roberson Location
- Walnut Creek, CA, US
Cory Roberson Work
- Founder and CEO @ (November 2011 - Present)
- Principal and Operator @ (January 2026 - Present)
- Principal and Operator @ (August 2026 - Present)
- Principal and Operator @ (August 2026 - Present)
- Social Entrepreneur-In-Residence @ Co-Build Table (Impact) (April 2008 - Present)
- Advisor, RIA @ EntentVest, Inc. (February 2022 - Present)
- Advisor, Fintech and WealthTech Compliance @ (September 2021 - Present)
- Accelerator Program @ (August 2020 - January 2021)
- Compliance Administrator @ Analytic Investors (March 2007 - March 2008)
- Compliance Analyst @ (March 2006 - July 2006)
- Client Services Associate and Assistant @ Changing Parameters, LLC (June 2000 - June 2005)
Cory Roberson Education
- The Wharton School
Coursera, online learning (Courses - Social Entrepreneurship, Predictive Analytics, Growth Strategies, Fintech foundations)
2019-2019 - University of Cape Town
Coursera, No Degree (Online Financial Regulation in Emerging Markets and the Rise of Fintech Companies)
2019 - University of California, Davis
BA (Political Science)
2003-2003
Cory Roberson Skills
- Strategy
- Social Media
- Microsoft Word
- Compliance
- Microsoft Office
- Hedge Funds
- Alternative Investments
- Business Development
- Investments
- Investment Strategies
- Portfolio Management
- Management
- Nonprofits
- Entrepreneurship
- Investment Management
- Equities
- Non Profits
- Small Business
- Securities
- Due Diligence
- Tutoring
- Private Equity
- Mergers and Acquisitions
- Mutual Funds
- Asset Management
- Venture Capital
- Compliance Testing
- State Compliance
- SEC filings
- Operations Management
- Project Management
- Project Planning
- Database Development
- Corporate Finance
- Databases
- Big Data
Cory Roberson Summary
- Cory Roberson, based in Walnut Creek, CA, US, is currently a Founder and CEO at FIN Compliance | Group. Cory Roberson brings experience from previous roles at Reg Review (by FIN Group), Invest Prep (by FIN Group), AD Scanner (by FIN Group) and Co-Build Table (Impact). Cory Roberson holds a 2019 - 2019 Coursera, online learning in Courses - Social Entrepreneurship, Predictive Analytics, Growth Strategies, Fintech foundations @ The Wharton School. With a robust skill set that includes Strategy, Social Media, Microsoft Word, Compliance, Microsoft Office and more. Cory Roberson has 4 emails and 2 mobile phone numbers on RocketReach.
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