Profile
Cory is a transformation leader with more than 20 years of experience delivering complex business, process, and technology initiatives across Wealth Management, Banking, and Financial Services. He specializes in translating business priorities into measurable outcomes through process optimization, workflow modernization, governance, and product delivery. Cory is particularly skilled at bridging business stakeholders, operations, and technology teams to drive execution in highly regulated environments.
Professional Background
Cory served as a Lead Process Engineer within Wells Fargo Wealth & Investment Management, leading initiatives focused on process improvement, workflow automation, operational risk reduction, and business transformation. During his tenure, he helped establish BPM measurement practices, stand up enterprise process management capabilities, and support major Wealth product launches. Earlier in his career, Cory held program and project leadership roles at Ally Bank, Wells Fargo Advisors and North Highland, delivering large-scale banking, payments, infrastructure, and servicing transformation programs.
Education
Cory holds an MBA from Wake Forest University and a BS in Information Technology from the University of Phoenix. He is a Project Management Professional, Lean Six Sigma Black Belt, and ITIL-certified practitioner.
Furthermore
Cory received Wells Fargo’s Process Improvement Engagement of the Year Award.