SVP, Wealth Advisor @ (August 2023 - September 2024)
Vice President - Financial Consultant @ (May 2017 - August 2023)
Associate Financial Consultant @ (May 2016 - April 2017)
Sr. Investment Consultant @ (June 2015 - April 2016)
Registered Representative @ (October 2013 - June 2015)
Head of New Business and Underwriting @ Walker Financial, LLC (September 2008 - May 2013)
Cody D. Education
Arizona State University
Bachelor of Arts (BA) (Psychology)
2004-2008
Cody D. Summary
Cody D., based in Phoenix, AZ, US, is currently a Senior Wealth Advisor at Mariner. Cody D. brings experience from previous roles at Enterprise Bank & Trust and Charles Schwab. Cody D. holds a 2004 - 2008 Bachelor of Arts (BA) in Psychology @ Arizona State University. Cody D. has 2 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Cody D.?
Find contact details for 700 million professionals.