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August 20 - 22, 2020 | San Francisco

Cory Triolo

speaker photo STRATEGIES

Managing Director

Merrill

Cory Triolo serves as the Consumer Investments Digital Solutions & Experience Executive responsible for developing the overall digital strategy across all client facing channels. He and his team focus on making Merrill Edge Self-Directed and Merrill Guided Investing a leading competitor within the online brokerage industry through the development of new experiences and client journey optimization.


Cory joined the direct division of Banc of America Investment Services in 2004 and has held various positions with Merrill Edge across client services, supervision and business management. He led one of the largest account conversions through the Bank of America and Merrill Lynch merger and was a key member of the team that launched Merrill Edge in 2010.


Since the launch of Merrill Edge, Cory and his team have introduced several key experiences that have gained industry awards and accolades. He has also introduced several industry first innovative experiences for the self-directed investor including new ways to research investments, manage a portfolio and find securities that align to ESG values.