Cory Proctor

Experience

• 

  MassMutual

  Jan 2014 - Nov 2017

  Financial Services Professional

  ● Provide clients with total financial needs analysis accompanied by in depth financial planning.● Work with clients to map out their retirement goals and create a reasonable and detailed strategy.● Create business succession and continuation strategies with business owners● Assist individuals with trust services and life insurance.●Service existing accounts by recommending and implementing adjustments to financial strategies according to specific changes in needs and risk tolerance. Show less

• 

  Dekan Inc.

  Mar 2015 - Apr 2024

  Founder

  Dekan is a creative production studio specializing in bold, innovative commercials, branded content and live event coverage. We build bespoke creative teams around every agency or brand’s specific needs, maximizing both efficiency and effectiveness. Whether creative, production, or in-house post services Dekan is poised to conquer projects of any scale.www.Dekan.Studio

• 

  Naked Gallery, Inc.

  Mar 2015 - now

  Founder

  ● Provided capital and implemented a business model, infrastructure, and growth process to grow business.● Grew single business into two and expanded roster of represented directors and producers.● Negotiated contracts and ongoing business with Universal Music Group, Warner Music Group, Atlantic Records, Atlantic Records UK,and Disney.www.NakedGallery.tv

• 

  Wela Financial

  Nov 2017 - Jun 2019

  Financial Advisor

  ● Asked by General Manger of firm at Mass Mutual to accompany him and play key role on his management team at One America.● Acted as team lead for integration of new financial analysis software.● Counseled team of 12 advisors: improved comprehension and understanding of inner workings of new software.● Monitored and tracked advisor’s development in order to improve their unique client process, and enhance client experiences.

• 

  JPMorgan Chase Bank, N.A.

  Nov 2019 - Nov 2020

  Relationship Banker

  ● Assumed a lead role in delivering an outstanding experience to Chase customers. Acquired, managed, and retained meaningful relationships with clients by using a goals based financial analysis to offer thoughtful solutions addressing their financial needs.● Responsible for bringing upwards of $2 million in outside retirement & investment funds to the table within the first 3 months of being an active producer and over $5.5 million in total.● Cultivated valuable and forward looking relationships with substantial regional clients, both business and private.● Assisted Senior Vice President of Investments with establishing new and servicing existing high net worth clients. Show less