Cody Barrus Email
Financial Planning Associate @ EP Wealth Advisors
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Cody Barrus Location
- Provo, UT, US
Cody Barrus Work
- Financial Planning Associate @ (September 2026 - Present)
- Financial Advisor @ (October 2025 - September 2026)
- Financial Planning Associate @ (January 2024 - October 2025)
- Financial Planning Intern @ (January 2024 - June 2025)
- Financial Planning and Analysis Intern @ (May 2023 - January 2024)
- Financial Planning Intern @ Deseret Mutual Benefit Administrators (May 2023 - January 2024)
- Fund Accountant Intern @ (June 2022 - September 2023)
- Fund Analyst @ (June 2022 - May 2023)
Cody Barrus Education
- Brigham Young University Marriott School of Business
Bachelor of Finance (Finance, General)
2018-2024
Cody Barrus Skills
- Advising Clients
- Analytical Skills
- Build Strong Relationships
- Certified Financial Planner
- Client Prospecting
- Compilation Of Financial Statements
- Customer Service
- Decision Support
- Evidence-based Design
- Figure Skating
- Financial Analysis
- Financial Education
- Financial Goals
- Financial Planning
- Financial Planning Software
- Financial Projects
- Interpersonal Communication
- Investment Clients
- Long-term Vision
- Marketing
- Mathematics
- Microsoft Excel
- Microsoft Money
- Relationship Development
- Retirement Planning
- Sales Finance
- Tax Planning Strategies
- communication skills
Cody Barrus Summary
- Cody Barrus, based in Provo, UT, US, is currently a Financial Planning Associate at EP Wealth Advisors. Cody Barrus brings experience from previous roles at Dentist Advisors and Deseret Mutual Benefit Administrators (DMBA). Cody Barrus holds a 2018 - 2024 Bachelor of Finance in Finance, General @ Brigham Young University Marriott School of Business. With a robust skill set that includes Advising Clients, Analytical Skills, Build Strong Relationships, Certified Financial Planner, Client Prospecting and more. Cody Barrus has 1 emails on RocketReach.
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