Cory Smith's Location
Denver, Colorado, United States
Cory Smith's Work
Cory Smith's Education
Penn State University
Bachelors (Finance)
Cory Smith's Skills
Cory Smith's Summary
Cory Smith, based in Denver, Colorado, United States, is currently a Financial Guide | Director of Investments and Planning at Traverse Planning, bringing experience from previous roles at Royce Zimmerman and Associates, Remotelink Solutions, Msi Financial Services and Edward Jones. Cory Smith holds a Bachelors in Finance @ Penn State University. With a robust skill set that includes Tax Advantaged Investment Strategies, 401k, Defined Benefit, Employer Sponsored Plans, Key Person Insurance and more, Cory Smith contributes valuable insights to the industry. Cory Smith has 2 emails on RocketReach.