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Cory leads the Talkdesk financial services strategy team focused on thought leadership and market solutions for banking, insurance, payments, and wealth management. Before Talkdesk, Cory led the digital transformation and Robo-advisor initiative for TIAA's global asset management and advisory business. He also led the BNPP strategy team for global commercial and retail lending digital transformation. Cory still holds his FINRA Series 7 and 66 licenses.