Cory Mccallum work email
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Cory Mccallum personal email
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Cory developed his entrepreneurial spirit, love of business, and strong work ethic early in life. His early experiences in business started as an afternoon paper boy, mowing neighborhood lawns and working in his father's store and rental properties. Through his life experiences, he has developed in to a well-rounded highly skilled wealth management executive with experience in client sales, product management, risk management and operational delivery.Experiences include the following: • Direct client insurance, brokerage and fiduciary sales • Product Ownership for investment management offering focus on clients with investment assets between 2-10 million dollars leveraging the ultra high net-worth family office approach• Fiduciary Portfolio Management• Portfolio Management Risk Manager• Developed and implemented a business process outsourcing and global resources support model for Private Wealth Management• Audit planning, execution and delivery for Private Wealth Management• Audit planning, execution and delivery for Wholesale Banking and Treasury and Payment Solutions• Wealth Management Chief Operating Officer for Bank Investment Platform, Broker-Dealer and Registered Investment AdvisorSpecialties: Business Profitability Improvement, Wealth Management, Alternative Investments, Risk Management, Internal Control Assessment, Global Resources Implementation and Oversight, Execution, Product Wholesaling, and Problem Solving
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Sr Director Governance And RiskFirst Citizens Bank Jan 2023 - PresentRaleigh, North Carolina, UsSupport the Wealth Management Risk and Governance activities for Private Banking, Trust, Bank custody, Institutional, Broker-Dealer, and Registered Investment Advisor.Lead the Wealth Management integration of Silicon Valley Bank and Boston Private. -
Senior Vice Chairman, Secretary And Director, Truist Investment Services, Inc.Truist Dec 2020 - Jan 2023Charlotte, North Carolina, UsThe retail broker-dealer for Truist Wealth. -
Senior Vice Chairman, Secretary And Director, Truist Advisory Services, Inc.Truist Dec 2020 - Jan 2023Charlotte, North Carolina, UsThe retail Registered Investment Advisory (RIA) for Truist Wealth.
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Chief Operating Officer, Truist Investment Services, Inc. And Truist Advisory Services, Inc.Truist Dec 2020 - Jan 2023Charlotte, North Carolina, UsResponsible for the management of the retail Broker-Dealer and Registered Investment Advisor affiliated with Truist Bank.Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency andmay lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure.
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Chief Operating Officer, Suntrust Investment Services, Inc. And Suntrust Advisory Services, Inc.Suntrust Apr 2018 - Dec 2020Charlotte, Nc, UsResponsible for the management of the retail Broker-Dealer and Registered Investment Advisor affiliated of SunTrust Bank. -
Senior Vice Chairman, Secretary And Director, Suntrust Advisory Services, Inc.Suntrust Mar 2016 - Dec 2020Charlotte, Nc, UsThe Registered Investment Advisor (RIA) for SunTrust, Private Wealth Management.
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Senior Vice Chairman, Secretary And Director, Suntrust Investment Services, Inc.Suntrust Mar 2016 - Dec 2020Charlotte, Nc, UsRetail Broker-Dealer for SunTrust Bank. Name change as part of Truist merger.
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Head Of Operations, Private Wealth ManagementSuntrust Mar 2016 - Apr 2018Charlotte, Nc, UsResponsible for the operational activities within the Private Wealth Management line of business including the Private Bank, Fiduciary, Institutional, International, Brokerage, Registered Investment Advisor and Family Office.
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Senior Managing Director, Wholesale Banking, Suntrust Audit ServicesSuntrust Jul 2012 - Mar 2016Charlotte, Nc, UsResponsible for the internal audit strategy and plan execution for the Wholesale Bank including Commercial Banking, Commercial Real Estate, Lending Operations, and Treasury and Payment Solutions.
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Senior Managing Director, Wealth Management, Suntrust Audit ServicesSuntrust Jan 2010 - Mar 2016Charlotte, Nc, UsResponsible for the internal audit strategy and plan execution for Private Wealth Management, Institutional Investment Solutions, SunTrust Investment Services, RidgeWorth Capital Management and GenSpring Family Offices.
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Managing Director, General Manager, Personal Asset ManagementSuntrust Oct 2008 - Dec 2009Charlotte, Nc, UsResponsible for Personal Asset Management Risk Management and the development of the outsourcing program to an offshore vendor for the Wealth and Investment Management Line of Business.
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Wealth Select Program OwnerSuntrust Aug 2004 - Dec 2009Charlotte, Nc, UsResponsible for the product management, profitability, operations and sales of Wealth Select for SunTrust. Wealth Select is an asset allocation investment platform that leverages the use of alternative investment for clients with portfolios between 2 and 10mm.
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Regional Managing Director, Personal Asset ManagementSuntrust Feb 2007 - Oct 2008Charlotte, Nc, UsResponsible for the portfolio management team within Personal Asset Management for the State of Tennessee.
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Wealth Strategist, Business Development OfficerSuntrust Feb 1999 - Aug 2004Charlotte, Nc, UsResponsible for new business development for trust and investment services in Hampton Roads, VA.
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National Trust School LecturerAmerican Bankers Association Oct 2015 - Oct 2019Washington, District Of Columbia, UsProvide the lecture on Fiduciary Legal, Regulatory, and Compliance Issues for the ABA National Trust school. -
Banking Center Investment ConsultantBank Of America Sep 1998 - Nov 1998Charlotte, Nc, UsRetail Investment Sales including mutual funds, fixed and variable annuities -
Branch Investment ConsultantWells Fargo Dec 1996 - Aug 1998San Francisco, California, UsRetail Investment Sales including mutual funds, fixed and variable annuities -
Benefit RepresentativeWard Services, Inc. Feb 1995 - Dec 1996Columbia, South Carolina, UsVoluntary payroll deduction enrollment agent for Life, Disability, Accident and Cancer insurance products. -
Insurance AgentNew York Life Insurance Company Feb 1996 - Aug 1996New York, New York, UsLife Insurance and mutual fund sales. -
ManagerAragona Auto Supply May 1994 - Jan 1996Supported family business needs including inventory management, pricing, and cash flow management.
Cory Mccallum Skills
Cory Mccallum Education Details
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Virginia Military InstituteMinor Business -
The Wharton SchoolLeadership Certificate
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Strome College Of BusinessProfessional Financial Planner Certificate
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Frank W. Cox High SchoolAdvanced Studies Diploma
Frequently Asked Questions about Cory Mccallum
What company does Cory Mccallum work for?
Cory Mccallum works for First Citizens Bank
What is Cory Mccallum's role at the current company?
Cory Mccallum's current role is Corporate Entrepreneur.
What is Cory Mccallum's email address?
Cory Mccallum's email address is co****@****ist.com
What is Cory Mccallum's direct phone number?
Cory Mccallum's direct phone number is (866) 476*****
What schools did Cory Mccallum attend?
Cory Mccallum attended Virginia Military Institute, The Wharton School, Strome College Of Business, Frank W. Cox High School.
What are some of Cory Mccallum's interests?
Cory Mccallum has interest in Boating, Economic Empowerment, Education, Saltwater Fishing, Offshore Sailing, Health.
What skills is Cory Mccallum known for?
Cory Mccallum has skills like Wealth Management, Alternative Investments, Offshoring, Wholesaling, Asset Management, Risk Management, Portfolio Management, Investments, Insurance, Financial Planning, Asset Managment, Strategic Financial Planning.
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