Cory leads the Talkdesk Financial Servies Strategy team focused on thought leadership and market solutions for Banking, Insurance, Payments and Wealth Management. Prior to TalkDesk Cory led the digital transformation and robo-advisor initiative for TIAA's Global Asset Management and Advisory business. He also led BNPP strategy team for global commercial and retail lending digital transformation. Cory still holds his FINRA Series 7, 66 licenses.