Equal Parts Product Manager, Software Engineer, and Investor
I'm Cory. I'm passionate about uncovering high ROI opportunities whether via investing in financial markets or developing tech products. I thrive on exploring thought-provoking ideas, tinkering with cutting-edge software, and solving complex problems that drive significant impact.
Work Experience
Similarweb
Research Analyst
November 2023 - PresentI lead investment research at Similarweb, including giants like Google and Netflix, with a focus on integrating alternative data and advanced analysis techniques for in-depth investment insights.
Cove
Consultant
June 2023 - November 2023I consult for a startup aiding international businesses in launching operations in the U.S. I have fine-tuned product offerings, identified target customers, and facilitated product-market fit via extensive client and industry interviews.
Plot
Founder
July 2022 - June 2023I designed and developed an iOS app, integrating users' calendar, health, and financial data into a comprehensive dashboard. This app leveraged technologies such as Apple's Swift, Google's Firebase, and APIs like OpenAI, to ensure both reliability and efficiency.
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.