Kory Brown Email and Phone Number
Kory Brown work email
- Valid
Kory Brown personal email
I am a results-driven professional with a strong background in Wealth Management, Data Analysis, and Technology. Currently, I hold a dual role as a Data Analyst for business and a Product Owner for our Technology team in the Wealth Management industry. With a keen eye for data-driven insights and a deep understanding of technology solutions, I am able to bridge the gap between business requirements and technology capabilities.Prior to my current role, I gained valuable experience at GE, where I held various positions in Sales and Operations. This diverse background has provided me with a well-rounded skill set, combining my expertise in sales strategy, operational efficiency, and data analytics to drive business results.I am known for my ability to communicate complex concepts to both technical and non-technical stakeholders, and for my strong collaboration skills in working with diverse teams. I am passionate about leveraging data and technology to enable better decision-making and drive business success in the Wealth Management industry.If you are looking for a dynamic professional who can combine data analysis and technology expertise to deliver strategic insights and drive innovation in the Wealth Management field, I would be delighted to connect with you.
Cion Investments
View- Website:
- cioninvestments.com
- Employees:
- 131
- Company phone:
- (212)761-4000
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Cion InvestmentsNew York, New York, United States
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Assistant Vice PresidentMorgan Stanley Jan 2023 - PresentNew York, Ny, Us- Work with larger FAA/Home office wealth management team to understand and prioritize data, metrics, and technology needs- Oversee Data integration process across Wealth Management which includes ATS Pipeline for HR Hiring, AI Implementation, and verification of assets/revenue for Advisors- Product Owner of Salesforce; responsible for answering inquiries and training 1300+ Active Users of the platform - Analyze large data sets on gain/loss of Assets Under Management, NAA, and Revenue growth both on a National and Regional Scale - Work cross functionally with Client Retention to monitor the inflow and outflow of Assets on a monthly basis - Work cross functionally with Finance on WM Yearly budget and strategizing on the future state of Advisor Compensation- Analyze Headcount Data to provide to HR for FAA Program - Support Senior Leadership by providing Tableau reporting of weekly, monthly, quarterly, and yearly Assets and Revenue growth for Advisors- Managerial experience of off-shore team for a group of developers on Salesforce CRM -
AssociateMorgan Stanley Nov 2020 - Dec 2022New York, Ny, UsPrepared weekly, monthly, quarterly reports for Wealth Management leadership around AUM, NAA Growth, Advisor performance/compensation, Budgeting, Headcount, and technology strategic initiatives● Work cross-functionally with Finance, Asset Retention and Recovery, Technology, and The Office of Business Management to analyze the Wealth Management Segment of the business● Responsible for enhancements made to both CRM and Investment dashboards● Salesforce Product Owner; responsible for all QA testing as well as Production releases● Maintain and communicate the Product Backlog on daily Scrum Calls● Experienced in writing detailed user stories via JIRA
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Commercial Operations AnalystCytiva Apr 2020 - Oct 2020Global, Global, Oo-Analyze strategic accounts and drive growth through data analytic dashboards and outline strategies for the field to target key accounts-Forecast product portfolios to drive sales growth for key accounts 18-24 months ahead of schedule -Monitor the sales process operationally around constrained items purchases -Assist GSAM’s on Quip account plans -
Commercial Operations Sales AnalystGe Healthcare May 2019 - Apr 2020Chicago, Us•Support and drive the growth of SAS Clientele YOY Investments for Merck, KBI Biopharma, Regeneron Pharma, Biogen, Fujifilm, and Teva Pharma•Analyze market trends to assist Marketing and Sales to promote growth of products that have recent loss in market share •Forecast sales growth of Enterprise Accounts YOY to prevent supply chain issues on a global scale (S&OP Management)•Manage annual Salesforce CRM pipeline for the Mid-Atlantic Zone•Work with aligned zone sales leadership to implement sales strategies aimed at improving productivity of business development through end-to-end solutions•Work closely with Marketing to develop campaigns to drive sales growth •Account Manager for Advanced Scientifics, Newage, & Charter Medical •Proficiency of Microsoft Excel (IF Queries, V-Lookups, etc..) -
Business Developmemt RepresentativeGe Healthcare Jul 2017 - Apr 2019Chicago, Us● Client/Account management and sales order support for large, strategic accounts including: Lonza, Bayer Healthcare, Beckman Coulter, Becton Dickinson, Abbvie, and Elanco● Work with GE Field Sales teams to generate $24M+ Revenue TY 2018● Built cooperative partnership with 20 GE Field Sales and 14 Field Account Managers to provide support needed to maintain client satisfaction. Regularly visit GE Healthcare Customers with Sales Reps to create solutions for open inquiries● Create on-demand reports for issue resolution, as well as support for senior sales reps to understand status of current orders● Developed solid product knowledge through E-learning and research to be able to assist Customers quickly ● Develop Open Order Reports highlighting customer’s analytical data ● Strong understanding of Supply Chain Operations on an organizational level
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Digital Marketing InternMurray Court Reporting And Video Conferencing Jun 2016 - Aug 2016 Implemented new advertising campaign utilizing print and social media – generated 200 new leads resulting in $40,000 in new revenue over 6 months Worked with web designer to redesign website - resulting in increased site traffic and increasing lead database from 1,400 to 2,250 names Researched and recommended joining 3 professional associations. 3 relationships developed have generated $50,000 in new revenue over 6 months
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ConstructionKb Builders, Llc Jun 2015 - Aug 2015• Developed advertising techniques learned from IU to clearly position general contractor business and drive new business• Prepared job site and coordinated deliveries of materials• Performed general carpentry as necessary
Kory Brown Skills
Kory Brown Education Details
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Indiana University BloomingtonBusiness/Sales/Media -
Indiana University BloomingtonCommunication And Media Studies
Frequently Asked Questions about Kory Brown
What company does Kory Brown work for?
Kory Brown works for Cion Investments
What is Kory Brown's role at the current company?
Kory Brown's current role is Senior Analyst I Product Owner I Business Management & Strategy I Practice Strategy.
What is Kory Brown's email address?
Kory Brown's email address is ko****@****ley.com
What schools did Kory Brown attend?
Kory Brown attended Indiana University Bloomington, Indiana University Bloomington.
What skills is Kory Brown known for?
Kory Brown has skills like Persistency, Leadership, Outgoing, Collaboration Tools, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Marketing, Oracle Database.
Who are Kory Brown's colleagues?
Kory Brown's colleagues are Nick Visconti, Susan Armstrong, Robert Breakstone, Paul Anthony, Gregory Schill, Christopher Collins, Anthony Fastuca, Cfa.
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