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Cody Dolly Location
New York, NY, US
Cody Dolly Work
Regional Vice President @ (July 2026 - Present)
Partner - New York City @ (January 2025 - June 2026)
Chief Operating Officer @ (January 2024 - August 2024)
Managing Director @ (January 2015 - January 2024)
Chief Development Officer @ (January 2012 - January 2015)
Managing Director @ (January 2007 - January 2012)
Financial Advisor @ (January 2002 - January 2007)
Specialist @ (January 1998 - January 2004)
Cody Dolly Education
State University of New York at Oswego
BS (Business Administration)
University of Tasmania
Semester Abroad
Cody Dolly Skills
Accounting
Business Development
Customer Service
Event Planning
Finance
Financial Services
Interpersonal Skills
Investments
Leadership
Leadership Development
Management
Marketing
Microsoft Excel
Microsoft Office
Organizational Leadership
Portfolio Management
Public Speaking
Sales
Strategic Planning
Talent Management
Team Building
Time Management
Advisory
Security
Strategy
Business Strategy
Financial Advisory
Wealth Management
Cody Dolly Summary
Cody Dolly, based in New York, NY, US, is currently a Regional Vice President at Mercer Advisors. Cody Dolly brings experience from previous roles at National Financial Network and Northwestern Mutual. Cody Dolly holds a BS in Business Administration @ State University of New York at Oswego. With a robust skill set that includes Accounting, Business Development, Customer Service, Event Planning, Finance and more. Cody Dolly has 2 emails and 2 mobile phone numbers on RocketReach.
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