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
Similarweb
Product Manager
November 2023 - PresentI 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.
Plot
Founder
July 2022 - November 2023I 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.
Cove
Product Manager
June 2023 - November 2023In 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.
AllianceBernstein
Research Analyst
November 2021 - July 2022I 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.
Barclays
Equity Research Associate
August 2019 - November 2021I 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.
Wolfe Research
Equity Research Associate
February 2017 - August 2019I 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.
American Financial Resources
Financial Analyst
January 2015 - February 2017I 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.