Cory Roberts

Cory Roberts

Senior Financial Analyst

Cory Roberts is a high-level professional, who works in The Berry Company on the position of Senior Financial Analyst from 2011. This person gained professional experience in more than six positions at different companies. Cory Roberts went to the Colorado State University and was studying from 2006 to 2010. This professional has these professional qualifications: Series 6 License, Resident Producer: Property, Casualty, Life, Accident, and Health, and Certified Supply Chain Analyst. Englewood, Colorado is the area, where this person was known to be situated. Cory's phone number and email can be accessed through this website on demand.
Name variants:
Corey Roberts, Corbin Roberts, Cornelius Roberts, Cora Roberts, Corinne Roberts
Last updated Jul 08, 2024

Contact Information

Last Update
Jun 27, 2022
Email
co**@gmail.com
Location
Englewood, CO
Company
The Berry Company

Workplace

Senior Financial Analyst

Work History

Senior Financial Analyst

from Aug 2011

Financial Analyst

Greater Denver Area
Worked with Great West Life under a contractual basis assisting Great West Life in the implementation of an automated mutual fund financial reporting software, FundSuiteSX • Functioning with...
Jun 2011 — Aug 2011

Shareholder Service Representative

•Remotely interacted with 1,300 shareholders each month providing result oriented services, executing trades, producing reports, and explaining legal procedures pertaining to taxes and accou...
Jul 2010 — Feb 2011

Shareholder Service Representative

Jul 2010 — Feb 2011

Senior Portfolio Manager

• 1 of 16 competitively chosen students responsible for top-down analysis of the economy, analysis of the Federal Reserve’s data, as well as modeling and forecasting behavior of economic var...
Aug 2009 — May 2010

Lead Operations Manager

Nov 2008 — Jul 2010

Education

Bachelor of Science in Business Administration; Finance Concentration (Investment Emphasis)

Jan 2006 — Jan 2010

Occupations

Executive
Senior Finance Manager
Accountant
Financial Analyst
Analyst
IT Professional
Software Tester
Financial Officer
Financial Manager
Analysts
Computer Specialist

Skills

Finance
Financial Analysis
Forecasting
Financial Reporting
Microsoft Excel
Financial Modeling
Budgets
Analysis
Variance Analysis
Accounting
Financial Goals
Corporate Finance
Strategic Financial Planning
Process Improvement
Bloomberg
Relationship management
project management
customer service
Excel
Professional Presentations
financial products
business analyst
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