Cody Lummus Email & Phone Number
Chief Executive Officer @ Delos Capital Advisors (Past)
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Cody Lummus Location
- Texas, United States
Cody Lummus Work
- Chief Executive Officer @ (March 2019 - September 2026)
- Associate Vice President -- Investment Officer -- Investment Advisor @ (May 2008 - August 2016)
- Financial Intern @ (May 2007 - December 2007)
- President @ (November 2006 - December 2007)
- Finance Intern @ San Antonio Spurs Sports & Entertainment LLP (June 2006 - December 2006)
Cody Lummus Education
- Texas Tech University - Rawls College of Business
Finance (Business)
2004-2008 - Texas Tech University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2004-2008
Cody Lummus Skills
- 401k
- 401k Rollovers
- Asset Allocation
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Investments
- Iras
- Management
- Mutual Funds
- Portfolio Construction
- Portfolio Management
- Portfolio Performance Analysis
- Registered Investment Advisor
- Retirement
- Retirement Planning
- Rollovers
- Securities
- Stock Market Analysis
- Trading
- Traditional IRA
- Wealth Preservation Planning
- Wealth Strategies
- Wealth Transfer
- Wealth Management
Cody Lummus Summary
- Cody Lummus, based in Texas, United States, was previously a Chief Executive Officer at Delos Capital Advisors. Cody Lummus brings experience from previous roles at Wells Fargo Advisors, Delta Tau Delta Fraternity and San Antonio Spurs Sports & Entertainment LLP. Cody Lummus holds a 2004 - 2008 Finance in Business @ Texas Tech University - Rawls College of Business. With a robust skill set that includes 401k, 401k Rollovers, Asset Allocation, Finance, Financial Advisory and more. Cody Lummus has 1 emails and 2 mobile phone numbers on RocketReach.
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