Codie Allen Email & Phone Number
Senior Client Associate @ Loxahatchee Capital
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Codie Allen Location
- West Palm Beach, FL, US
Codie Allen Work
- Senior Client Associate @ (September 2025 - Present)
- Team Administrator - Senior Registered Client Service Associate @ (July 2014 - September 2025)
- - @ (July 2014 - September 2025)
- Registered Client Service Associate @ (September 2010 - June 2014)
- Registered Client Service Associate @ (August 2009 - September 2010)
- Registered Client Service Associate @ (May 2006 - April 2009)
- Bank Teller @ (August 2002 - May 2006)
Codie Allen Education
- Colorado State University
Bachelor of Science (Business Administration)
2002-2006
Codie Allen Skills
- Client Services
- Series 7
- Series 63
- Banking
- Mutual Funds
Codie Allen Summary
- Codie Allen, based in West Palm Beach, FL, US, is currently a Senior Client Associate at Loxahatchee Capital. Codie Allen brings experience from previous roles at UBS Financial Services, Inc, UBS Wealth Management, Morgan Stanley and J.P. Morgan. Codie Allen holds a 2002 - 2006 Bachelor of Science in Business Administration @ Colorado State University. With a robust skill set that includes Client Services, Series 7, Series 63, Banking, Mutual Funds and more. Codie Allen has 2 emails and 1 mobile phone numbers on RocketReach.
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