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