Cory McCruden

Cory McCruden

Managing Director, Wealth & Asset Management | New York, New York, United States

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Work Experience

EY

Growth Executive for Wealth & Asset Management

2022-09-01 — Present

Primary Venture Partners

Fellow

2021-09-01 — 2022-01-01

Yale Ventures

Entrepreneur in Residence

2021-09-01 — 2022-08-01

Waddell & Reed

Senior Vice President, Head of Digital Strategy, Chief Customer & Advisor Experience Officer

2020-09-01 — 2021-08-01

RBC

Head of Client Experience, Partnerships & Marketing, Business Banking & Wealth Management

2016-10-01 — 2020-09-01

BNY Mellon Wealth Management

Vice President, Head of Distribution

2010-10-01 — 2016-10-01

Yale University

Researcher Phd Candidate

2007-09-01 — 2010-10-01

Rotary International

Scholar

2005-08-01 — 2007-09-01

Grameen Foundation

Program Manager & Operations Lead

2003-01-01 — 2005-01-01

Deutsche Bank

Senior Associate

2001-01-01 — 2003-01-01

Skills

advisory assurance tax transactions audit mergers m a financial services accounting

Languages

English , German , Spanish , French , Italian , Russian