Cory Grebe Email & Phone Number

Chicago, IL, US

Wheaton

Greater Chicago Area

Established a sole proprietorship podcast consulting firm. My primary focus is on podcast production and coaching for my clients.

Chicago Central Office

• Supported Senior Treasury Sales Manager on numerous client calls to enhance client treasury liquidity and security. As well as, identify opportunities for additional treasury products.
• Enhanced client experience by acting as primary point of client contact for coordinating new treasury product implementations.
• Maintain ongoing contact with clients at appropriate levels to identify and initiate cross-sell opportunities.

Chicago

Analyzed clients' spend files, successfully identifying over $2.5 MM in synergistic treasury revenue leads for sales. Determined the methodologies and procedures for conducting effective data analysis for commercial card optimization, FX cross border payments, and Supply Chain Finance. Provided training to team members on the resulting changes. Created a.

Chicago, IL

Rotated through two Treasury Management disciplines: Business Banking Treasury Sales and Commercial Card Analytics. Enhanced Central Business Banking client experience by identifying treasury product opportunities, coordinating product implementations, and ensuring exception pricing when appropriate. Crafted over 40 client facing Treasury Management Review.

Established an LLC with the goal of providing market leading mobile applications.Launched "Booze Camel" a social nightlife app, that utilized algorithms to locate drink specials by geographical location.

Manage finances and funding of all B.E.A.T.S activities

Assisted in monitoring, updating and tracking of First Trust’s Leverage Finance Portfolio with $600 million in assets under management Utilized Black Mountain and Microsoft Excel to update models for holdings in the Auto, Aerospace and Defense SectorsEvaluated industry trends and company performance by analyzing reporting companies’ quarterly filings and.