Cody Rogers Location
- Raleigh, NC, US
Cody Rogers Work
- 2024 -now Manager @
- 2023 -now Senior Specialist | Investment Management at CAPTRUST @
- 2021 -2023 Specialist | Wealth Investments @
- 2019 -2021 Portfolio Management Analyst @
- 2019 -2019 Analyst @
- 2016 -2018 Financial Services Professional @
- 2012 -2016 Student-Business Administration Major Finance Concentration @
- 2015 -2015 Accounting Intern @
Cody Rogers Education
- Messiah University
Bachelor's degree (Business Administration and Management, Finance)
2012-2016 - Calvert Hall College High School
Cody Rogers Skills
- Leadership
- Coaching
- Teamwork
- Team Building
- Social Media
- Public Speaking
- PowerPoint
- Microsoft Word
- Marketing
- Wealth Preservation Planning
- Business Succession Planning
- Business Insurance Planning
- Estate Planning
- Investments
- Life Insurance Strategies
- Personal Finance
- Retirement Planning
- Multi-generational wealth transfer
- Multi Generational Wealth Transfer
Cody Rogers Summary
- Cody Rogers, based in Raleigh, NC, US, is currently a Manager at CAPTRUST. Cody Rogers brings experience from previous roles at CAPTRUST, Hirtle, Callaghan & Co. and JPMorgan Chase & Co.. Cody Rogers holds a 2012 - 2016 Bachelor's degree in Business Administration and Management, Finance @ Messiah University. With a robust skill set that includes Leadership, Coaching, Teamwork, Team Building, Social Media and more. Cody Rogers has 3 emails and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
John Martin
Senior Vice President, Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Will Chitwood
Senior Vice President, Financial Advisor
Raleigh, NC, US
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