Cory Mcgrath

Cory Mcgrath Email and Phone Number

Senior In-Market Advisor Consultant @ New York Life Investments
Boston, MA, US
Cory Mcgrath's Location
Boston, Massachusetts, United States, United States
Cory Mcgrath's Contact Details

Cory Mcgrath personal email

n/a
About Cory Mcgrath

Cory McGrath is a Vice President and Regional Advisory Consultant at LPL Financial, partnering with financial advisors in New England and New York to optimize wealth management platforms and consult on a wide variety of investment vehicles. Previously, Cory was a Regional Director with Eaton Vance/Morgan Stanley, distributing mutual funds, separately managed accounts and private offerings to financial advisors, RIAs and private bank investors in the Greater Philadelphia region.

Cory Mcgrath's Current Company Details
New York Life Investments

New York Life Investments

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Senior In-Market Advisor Consultant
Boston, MA, US
Website:
morethaninvesting.com
Employees:
953
Cory Mcgrath Work Experience Details
  • New York Life Investments
    Senior In-Market Advisor Consultant
    New York Life Investments
    Boston, Ma, Us
    View
  • New York Life Investments
    Core Wealth Sales Consultant At New York Life Investments | Mutual Funds, Etfs, Alternatives, Separately Managed Accounts
    New York Life Investments
    Boston, Ma
    View
  • Lpl Financial
    Vice President, Regional Advisory Consultant
    Lpl Financial Nov 2022 - Present
    Boston, Massachusetts, United States
    View
  • Eaton Vance
    Regional Director, Eaton Vance Distributors
    Eaton Vance Mar 2017 - Nov 2022
    Greater Philadelphia
    Assistant Vice President of Eaton Vance Distributors and Regional Director for the firm's independent/financial institution sales team, working with financial advisors in Eastern Pennsylvania, Delaware and Northern Maryland.
    View
  • Eaton Vance
    International Business Development Consultant
    Eaton Vance Sep 2016 - Mar 2017
    London, United Kingdom
    View
  • Eaton Vance
    Internal Wholesaler
    Eaton Vance Mar 2013 - Sep 2016
    Boston, Massachusetts
    View
  • Eaton Vance
    Mutual Fund Operations Representative
    Eaton Vance Jan 2012 - Mar 2013
    Boston, Massachusetts
    View
  • Interactive Data
    Customer Support Representative
    Interactive Data Jul 2011 - Jan 2012
    Bedford, Ma

Cory Mcgrath Skills

Customer Service Salesforce.com Series 7 Series 63 Series 6 Fixed Income Financial Services Investments Finance Social Media Powerpoint Financial Analysis Sales Microsoft Excel Microsoft Office Mutual Funds

Cory Mcgrath Education Details

Frequently Asked Questions about Cory Mcgrath

What company does Cory Mcgrath work for?

Cory Mcgrath works for New York Life Investments

What is Cory Mcgrath's role at the current company?

Cory Mcgrath's current role is Senior In-Market Advisor Consultant.

What is Cory Mcgrath's email address?

Cory Mcgrath's email address is cm****@****nce.com

What schools did Cory Mcgrath attend?

Cory Mcgrath attended Saint Michael's College.

What skills is Cory Mcgrath known for?

Cory Mcgrath has skills like Customer Service, Salesforce.com, Series 7, Series 63, Series 6, Fixed Income, Financial Services, Investments, Finance, Social Media, Powerpoint, Financial Analysis.

Who are Cory Mcgrath's colleagues?

Cory Mcgrath's colleagues are Heather Weimer, Jason Smothers Sr., Johnson Asase Jr, Trey Holmes, Dana Hartwell, Aif, Michiel (Mike) Van De Merwe, Greg Barrato.

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