Cody James Email & Phone Number
Wealth Management Advisor @ Beacon Pointe
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Cody James Location
- Falls Church, VA, US
Cody James Work
- Wealth Management Advisor @ (May 2026 - Present)
- Wealth Advisor, Director @ (October 2024 - April 2026)
- Wealth Management Analyst @ (September 2021 - October 2024)
- Business Unit Controller Senior @ (July 2020 - September 2021)
- Business Unit Controller Professional @ (March 2019 - July 2020)
- Financial Analyst @ (June 2017 - February 2019)
- Intern @ (June 2016 - August 2016)
Cody James Education
- University of Virginia
Bachelor’s Degree (Accounting and Finance)
2013-2017
Cody James Skills
- Data Analysis
- Data Modeling
- Forecasting
- Valuation
- Variance Analysis
Cody James Summary
- Cody James, based in Falls Church, VA, US, is currently a Wealth Management Advisor at Beacon Pointe. Cody James brings experience from previous roles at MAI Capital Management and Freddie Mac. Cody James holds a 2013 - 2017 Bachelor’s Degree in Accounting and Finance @ University of Virginia. With a robust skill set that includes Data Analysis, Data Modeling, Forecasting, Valuation, Variance Analysis and more. Cody James has 1 mobile phone numbers on RocketReach.
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