Associate Vice President, Western U.S. Financial Services Lead @ (February 2019 - Present)
Vice President, Quantitative Analyst @ (February 2016 - February 2019)
Vice President @ Secondary Capital Advisors (April 2015 - February 2019)
Trader @ (August 2012 - April 2015)
Treasury Analyst @ (May 2011 - August 2012)
Rate Analyst @ (August 2006 - May 2011)
Cody Berg Education
University of Colorado Denver
Master’s Degree (Finance, General)
2007-2010
Regis University
Bachelor’s Degree (Business Administration and Management, General)
2002-2006
Cody Berg Skills
Financial Modeling
Financial Analysis
Project Management
Investments
Leadership
Finance
Analysis
Portfolio Management
Credit
Risk Management
Sales
Capital Markets
Trading
Banking
Data Analysis
Budgets
Business Analysis
Strategy
Valuation
Equities
Financial Planning
Financial Services
Fixed Income
Microsoft Excel
Loans
Bloomberg
Securities
Microsoft Office
Management
Cody Berg Summary
Cody Berg, based in Denver, CO, US, is currently a Vice President, Quantitative Analyst at D.A. Davidson Companies. Cody Berg brings experience from previous roles at Carollo Engineers, D.A. Davidson Companies, Secondary Capital Advisors and W.J. Bradley Mortgage Capital, LLC. Cody Berg holds a 2007 - 2010 Master’s Degree in Finance, General @ University of Colorado Denver. With a robust skill set that includes Financial Modeling, Financial Analysis, Project Management, Investments, Leadership and more. Cody Berg has 3 emails and 2 mobile phone numbers on RocketReach.
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