Cory McCruden

Managing Director, Wealth and Asset Management at Ernst & Young

Speaker

Cory is responsible for sales, marketing and distribution strategy and technology for the wealth manager clients at EY and is a pre-eminent thought leader and strategic advisor to CEOs and boards. With more than 20 years of industry experience, she is known for her innovation and unique takes on exponential growth strategies, digital marketing and technology. She focuses on next best action campaigns, sales force transformation, digital assets and product development, marketing technology and CRM systems.

Cory co-founded a fintech focused on financial planning and health care and was a Yale Ventures Entrepreneur-in-Residence. Cory has two master’s degrees from Yale University and has passed the Series 7 exam, CFA Level I and II exams, CAIA Level I exam and the Canadian securities exam. She is based in New York City.

Cory is committed to helping CEOs across financial services embrace technology and new ways of working to improve their businesses and create better services for their customers and employees.  A bold thinker, Cory’s academic research, training and passion for innovation have helped numerous organizations successfully pursue exponential growth strategies and break out of old unproductive habits that impede transformation and change.