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Equal Parts Product Manager, Software Engineer, and Investor

I'm Cory. I'm passionate about uncovering high ROI opportunities whether via developing tech products or investing in financial markets. I thrive on exploring thought-provoking ideas, tinkering with cutting-edge software, and solving real problems that drive significant impact.

Work Experience

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Similarweb

Product Manager

November 2023 - Present

I lead end-to-end development of an AI-driven stock research solution, including defining the product roadmap, aligning cross-functional teams, and integrating advanced LLM technology, resulting in a 90% client satisfaction rating. I also oversee the delivery of highly relevant, data-driven insights by collaborating with R&D, marketing, and sales teams to drive impactful client outcomes.

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Plot

Founder

July 2022 - November 2023

I developed an iOS application integrating personal calendar, health, and financial data into a single dashboard. I led user testing, backlog prioritization, and feature rollouts. I grew to 500+ users before strategically discontinuing due to product-market fit challenges, applying learnings to future projects.

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Cove

Product Manager

June 2023 - November 2023

In a consulting capacity, I served as Product Manager for a startup helping international businesses enter the U.S. market. Refined service offerings, identified target customers via stakeholder interviews, and revamped the website, doubling client count from 15 to 30.

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AllianceBernstein

Research Analyst

November 2021 - July 2022

I served as a research analyst for two funds with total assets under management of over $1.3B. These funds were dedicated to investing in the world's most innovative companies. One of my main research projects was a deep dive on the renewable energy sector.

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Barclays

Equity Research Associate

August 2019 - November 2021

I transitioned with my team from Wolfe Research to Barclays. We covered of 31 consumer stocks like Nike (NKE), TJX (TJX) and Lululemon (LULU) with a total market capitalization exceeding $500B. Recognized for exceptional performance and contributions, I earned the 'Associate of the Month' award in December 2019.

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Wolfe Research

Equity Research Associate

February 2017 - August 2019

I worked on team that covered for 18 consumer stocks with a total market capitalization exceeding $350B. I oversaw the initiation of coverage on Wayfair (W) and Stitch Fix (SFIX), which entailed building comprehensive company models, drafting detailed initiation reports, and providing informed investment recommendations.

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American Financial Resources

Financial Analyst

January 2015 - February 2017

I led the Financial Planning & Analysis (FP&A) function, while also managing key responsibilities within the Capital Markets and Asset Management groups to ensure financial efficiency and strategic foresight. I oversaw a project to disaggregate the company's income statement into profit centers, a strategic move that culminated in a $10M annual profit increase by rectifying pricing for a previously unprofitable product.