Cody Cross Email & Phone Number
Wealth Advisor @ Mariner Wealth Advisors
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Cody Cross Location
- United States
Cody Cross Work
- 2025 -now Wealth Advisor @
- 2025 -2025 Senior Wealth Planning Specialist @
- 2020 -2025 Sr. Wealth Advisor @
- 2018 -2020 Registered Representative @
- 2015 -2017 Registered Representative @
Cody Cross Education
- The American College of Financial Services
CRPC (Chartered Retirement Planning Counselor), Investments and Wealth Management
2019 - Dale Carnegie Training
Public Speaking and Interpersonal communication (Public Speaking and Interpersonal communication)
2017 - Texas Tech University
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services
2014 - Texas Tech University - Rawls College of Business
Business Administration - Dual Degree Program, Global Supply Chain Management; MARKETING (Global Supply Chain Management; MARKETING)
2012-2014 - Texas Tech University - Rawls College of Business
Business Administration - Management, Strategic Entrepreneurship and Innovation (Strategic Entrepreneurship and Innovation)
2012-2014 - Texas Tech University
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services (Business, Management, Marketing, and Related Support Services)
2014
Cody Cross Skills
- Sales
- 401k Rollovers
- Microsoft Office
- Investments
- Sales Management
- Employee Benefits
- Marketing
- Customer Service
- Retirement Planning
- Social Media Marketing
- Management
- Marketing Strategy
- Social Media
- Public Speaking
- Financial Reporting
- Leadership
- Sales Presentations
- Building Relationships
- Process Improvement
- Problem Solving
- Small Business
- Strategic Planning
- Personal Finance
- Social Networking
- Supplements to Employee Benefits
- Income Protection
- Business Planning
- Account Management
- Life Insurance
- Succession Planning
- Financial Services
- Gifting Strategies
- Buy Sell Agreements
- Accounting
- Wealth Preservation Planning
- Business Networking
- Networking
- Business Exit Strategy
- Asset Protection
- Strategy
Cody Cross Summary
- Cody Cross, based in United States, is currently a Wealth Advisor at Mariner. Cody Cross brings experience from previous roles at Mariner, American Independent Securities Group, Allstate Financial Services, LLC and New York Life Investments. Cody Cross holds a CRPC (Chartered Retirement Planning Counselor), Investments and Wealth Management @ The American College of Financial Services. With a robust skill set that includes Sales, 401k Rollovers, Microsoft Office, Investments, Sales Management and more. Cody Cross has 2 mobile phone numbers on RocketReach.
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