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Cory Roberson Email & Phone Number
Principal and Operator
at
FIN Books
1 work email found
@robersonconsults.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Operator
Location
Walnut Creek, California, United States
Who is Cory Roberson? Overview
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Quick answer
Cory Roberson is listed as Principal and Operator at FIN Books, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at robersonconsults.com and a matched LinkedIn profile for Cory Roberson.
Cory Roberson previously worked as Principal/Operator at Fin Sales and Principal/Operator at Fin Portals. Cory Roberson holds Coursera, Online Learning, Courses - Social Entrepreneurship, Predictive Analytics, Growth Strategies, Fintech Foundations from The Wharton School.
Company email context
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{first}@robersonconsults.com
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Profile bio
About Cory Roberson
FIN GROUP: Compliance, Sales, And Integration Systems for FINServ Firms, Fractional Execs, and Consultants.HOW: Partnering with firms through our FIN Consulting Network + Unified Portals WHO: Cory Roberson serves as the Founder/CEO of FIN Group--FIN Compliance (https://FinCompliance.io), FIN GROUP now consists of FIN Compliance, FIN Disclosure, FIN Partners, FIN Sales, FIN Portals, and FIN API. As a whole, we provide compliance, sales, and integration systems to the FIN service ecosystem, which includes SEC and state-registered investment advisors, financial planners, insurance agents, private funds, broker-dealers, and consulting vendors.We operate as a consortium of compliance, technology, and integration consultants to assist investment firms in structuring, maintaining, and developing their regulatory programs. Since 2012, we have served over 200 firms in the financial services ecosystem.SERVICES/PRODUCTS:FIN Compliance – Compliance consulting and technology portalsFIN Disclosure – Mobile app for disclosures (integrated with the FIN Compliance portal)FIN Sales – Sales/Integration and cross-selling opportunities for FinTechsFIN Portals – Unified portal for integrations and/or single sign on (SSO) to multiple appsFIN Partners – Sales referrals/leads for our consulting partnersVISION: Support a next generation of FinTech, RegTech, FINServ advisors, and consultants to gain more control over their time and careers.TECH: Offering pre-built compliance and integration portals for consultants, compliance officers (CCOs), staff, and advisors to use alongside other technology applications via SSO/API connectors. WHY: Over 400 technology solutions are on the market, and 54% of advisors report a lack of integrated technology workflows. PRESENCE: FIN Compliance has earned recognition from the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (AAAA), Kitces.com Advisor Tech Directory, and the FINRA Compliance Vendor Directory. It has also been featured in various articles in Financial Planning Magazine.IMPACT: As a follower of Jesus Christ, for over 25 years, Cory has devoted his time to volunteering with three church ministries, school programs, and currently a youth-based organization in Fairfield ("Leaders of Men"). As part of his past global projects, Cory has held business sessions and instruction for students in the U.S., South Korea, China, South Africa, Thailand, Peru, and India. This aligns with his book, "From Student to Entrepreneur: Making the Transition to Business."
Listed skills include Hedge Funds, Alternative Investments, Business Development, Investments, and 28 others.
Current workplace
Cory Roberson's current company
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12 roles
Cory Roberson work experience
A career timeline built from the work history available for this profile.
Principal/Operator
CurrentOFFER:We resell tech to FINServ Firms and Fractional CFOs, CCOs, COOs, and consultantsWHAT WE DO:As a part of our FIN Group, we are pleased offer the next generation of tech and Fractional CFO, CCOs, COOs and consultants….a Sales and integration as a service opportunity…..We will work with your team to help cross sell your solutions, support adoption, and.
Jul 2024 - Present
Principal/Operator
CurrentOFFER:We build Unified Portals for FINServ Firms, Fractional COOs, CFOs, and consultantsWHAT WE DO:With our solutions, we provide front and back-end website portals for firms interested in creating an “all-in-one” login experience with their tech stacks. According to Envestnet’s Market Survey, there are over 400 technology solutions available, with 54% of.
Jul 2023 - Present
Principal/Operator
CurrentOFFER:We provide Tech, Subscription model, and Training for FINServ Firms, Fractional COOs, CFOs, and consulting partners through a Skool community - https://www.skool.com/finpartners/aboutPARTNER TRAINING/DEMO COMMUNITY (ON SKOOL):Our Skool community help our FinServ Firms and Fractional Consulting partners increase earnings with white labeled tech or by.
Oct 2019 - Present
Founder/Ceo
CurrentOFFER:Compliance Consulting and Tech Integration Systems for FIN Serv firms and Consultants ABOUT:With our FIN Group, we provide compliance consulting through a network of consultants and offer a portal that can be used to address operations, compliance, and general administrative tasks. Our portal integrates with your existing tech stack using SSO/API.
Nov 2011 - Present
Social Entrepreneur-In-Residence
Current
Fin Missions (Impact)
IMPACT/MISSIONSFIN Missions supports for entrepreneurs and students who wish to build skills and establish their path to impact. We work with a diverse group of vendors and consultants for: referral arrangements, cross promotion, partnerships, and in supporting student internship opportunities. CURRENT PROJECTS:How To Series: Mentor Connection Network.
Apr 2008 - Present
Advisor, Ria
Current
Ententvest, Inc.
ADVISORY TEAM - ESG-BASED RIASEC-registered investment advisory that focuses on model driven sustainable investing - https://ententvest.com/
Feb 2022 - Present
Advisor, Fintech/Wealthtech Compliance
CurrentSTARTUP/COMPLIANCE CONSULTINGProxy CEO - The we quit our jobs, so you don’t have to consulting network consists of a group of successful Founders, CXOs and Subject Matter Experts that help part-time entrepreneurs execute on their startup dreams. It’s’ core services include: (1) Ideation/Go to Market, (2) B2B/Business Development, and (3) Fundraising.
Sep 2021 - Present
Aug 2020 - Jan 2021
Compliance Administrator
Analytic Investors
Coordinated with the Chief Compliance Officer on projects such as: updating investment management agreements; editing the compliance program manual; renewing vendor contracts; reviewing the Form ADV Part II, and conducting AML checks using FINRA OFAC system. Managed the firms' compliance reporting process; investment strategy guidelines; hedge fund.
Mar 2007 - Mar 2008
Compliance Analyst
Maintained a post-trade compliance proprietary system which placed controls on all portfolio allocations, security holdings, and trades based on Bloomberg data. The compliance application was setup to comply with the rules stated in the Advisor Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, investment committee, firm policies, and.
Mar 2006 - Jul 2006
Client Services Associate/Assistant
Changing Parameters, Llc
Assisted a group of three managing partners advisors with day-to-day back office operations of the firm, which included responding to client requests on account performance; compliance; billing; processing fixed-income trades; cash flow requests, and new account paperwork. Monitored confirm statements for erroneous trade prices in an effort to maintain.
Jun 2000 - Jun 2005
3 education records
Cory Roberson education
Coursera, Online Learning, Courses - Social Entrepreneurship, Predictive Analytics, Growth Strategies, Fintech Foundations
The Wharton School
Coursera, No Degree, Online Financial Regulation In Emerging Markets And The Rise Of Fintech Companies
University Of Cape Town
Ba, Political Science
University Of California, Davis
FAQ
Frequently asked questions about Cory Roberson
Quick answers generated from the profile data available on this page.
What company does Cory Roberson work for?
Cory Roberson works for FIN Books.
What is Cory Roberson's role at FIN Books?
Cory Roberson is listed as Principal and Operator at FIN Books.
What is Cory Roberson's email address?
AeroLeads has found 1 work email signal at @robersonconsults.com for Cory Roberson at FIN Books.
Where is Cory Roberson based?
Cory Roberson is based in Walnut Creek, California, United States while working with FIN Books.
What companies has Cory Roberson worked for?
Cory Roberson has worked for Fin Books, Fin Sales, Fin Portals, Fin Partners, and Fin Compliance.
How can I contact Cory Roberson?
You can use AeroLeads to view verified contact signals for Cory Roberson at FIN Books, including work email, phone, and LinkedIn data when available.
What schools did Cory Roberson attend?
Cory Roberson holds Coursera, Online Learning, Courses - Social Entrepreneurship, Predictive Analytics, Growth Strategies, Fintech Foundations from The Wharton School.
What skills is Cory Roberson known for?
Cory Roberson is listed with skills including Hedge Funds, Alternative Investments, Business Development, Investments, Investment Strategies, Portfolio Management, Management, and Nonprofits.
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