Cody Robertson Email & Phone Number
Co-Founder and Managing Director @ Upland Capital Advisors
5 free lookup(s).
Cody Robertson Location
- Dallas, TX, US
Cody Robertson Work
- 2024 - now Co-Founder and Managing Director @
- 2019 - now Founder @
- 2021 - 2024 Transaction Services @
- 2017 - 2021 Transaction Advisory Services @
- 2016 - 2017 Transaction Advisory Services @
- 2011 - 2016 Assurance Services @
Cody Robertson Education
- Texas A&M University
MS (Finance)
2010 - 2011 - Texas A&M University
BS (Accounting)
2006 - 2010
Cody Robertson Skills
- Finance
- Business Ownership
- Accounting
- Internal Controls
- External Audit
- Sarbanes-Oxley Act
- CPA
- Auditing
- SEC filings
- Sarbanes Oxley Act
Cody Robertson Summary
- Cody Robertson, based in Dallas, TX, US, is currently a Co-Founder and Managing Director at Upland Capital Advisors. Cody Robertson brings experience from previous roles at Blackbuck Consulting, SCA Transaction Services LLC, Riveron Consulting and EY. Cody Robertson holds a 2010 - 2011 MS in Finance @ Texas A&M University. With a robust skill set that includes Finance, Business Ownership, Accounting, Internal Controls, External Audit and more. Cody Robertson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Upland Capital Advisors Employees
Kevin Kwiatkowski
Transaction Services
Denver, CO, US
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