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@firstcitizens.com
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2 phones found area 866
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LinkedIn matched
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Cory Mccallum is listed as Corporate Entrepreneur at First Citizens Bank, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at firstcitizens.com, phone signal with area code 866, and a matched LinkedIn profile for Cory Mccallum.
Cory Mccallum previously worked as Sr Director Governance and Risk at First Citizens Bank and Senior Vice Chairman, Secretary and Director, Truist Investment Services, Inc. at Truist. Cory Mccallum holds Ba, History, Minor Business from Virginia Military Institute.
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AeroLeads found 1 current-domain work email signal for Cory Mccallum. Compare company email patterns before reaching out.
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
Listed skills include Wealth Management, Alternative Investments, Offshoring, Wholesaling, and 23 others.
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A career timeline built from the work history available for this profile.
Raleigh, North Carolina, US
Support 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.
Charlotte, North Carolina, US
The retail broker-dealer for Truist Wealth.
Charlotte, North Carolina, US
The retail Registered Investment Advisory (RIA) for Truist Wealth.
Charlotte, North Carolina, US
Responsible 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.
Charlotte, NC, US
Responsible for the management of the retail Broker-Dealer and Registered Investment Advisor affiliated of SunTrust Bank.
Charlotte, NC, US
The Registered Investment Advisor (RIA) for SunTrust, Private Wealth Management.
Charlotte, NC, US
Retail Broker-Dealer for SunTrust Bank. Name change as part of Truist merger.
Charlotte, NC, US
Responsible 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.
Charlotte, NC, US
Responsible 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.
Charlotte, NC, US
Responsible 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.
Charlotte, NC, US
Responsible 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.
Charlotte, NC, US
Responsible 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.
Charlotte, NC, US
Responsible for the portfolio management team within Personal Asset Management for the State of Tennessee.
Charlotte, NC, US
Responsible for new business development for trust and investment services in Hampton Roads, VA.
Washington, District Of Columbia, US
Provide the lecture on Fiduciary Legal, Regulatory, and Compliance Issues for the ABA National Trust school.
Charlotte, NC, US
Retail Investment Sales including mutual funds, fixed and variable annuities
San Francisco, California, US
Retail Investment Sales including mutual funds, fixed and variable annuities
Columbia, South Carolina, US
Voluntary payroll deduction enrollment agent for Life, Disability, Accident and Cancer insurance products.
New York, New York, US
Life Insurance and mutual fund sales.
Supported family business needs including inventory management, pricing, and cash flow management.
Quick answers generated from the profile data available on this page.
Cory Mccallum works for First Citizens Bank.
Cory Mccallum is listed as Corporate Entrepreneur at First Citizens Bank.
AeroLeads has found 1 work email signal at @firstcitizens.com for Cory Mccallum at First Citizens Bank.
AeroLeads has found 2 phone signal(s) with area code 866 for Cory Mccallum at First Citizens Bank.
Cory Mccallum is based in Atlanta, Georgia, United States while working with First Citizens Bank.
Cory Mccallum has worked for First Citizens Bank, Truist, Suntrust, American Bankers Association, and Bank Of America.
You can use AeroLeads to view verified contact signals for Cory Mccallum at First Citizens Bank, including work email, phone, and LinkedIn data when available.
Cory Mccallum holds Ba, History, Minor Business from Virginia Military Institute.
Cory Mccallum is listed with skills including Wealth Management, Alternative Investments, Offshoring, Wholesaling, Asset Management, Risk Management, Portfolio Management, and Investments.
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