Specialist | Wealth Investments @ (April 2021 - January 2023)
Portfolio Management Analyst @ (May 2019 - April 2021)
Analyst @ (January 2019 - May 2019)
Financial Services Professional @ (May 2016 - December 2018)
Student-Business Administration Major Finance Concentration @ (August 2012 - May 2016)
Accounting Intern @ (May 2015 - August 2015)
Cody Rogers Education
Messiah University
Bachelor's degree (Business Administration and Management, Finance)
2012-2016
calvert hall college
High School Diploma
Cody Rogers Skills
Leadership
Coaching
Teamwork
Team Building
Social Media
Public Speaking
PowerPoint
Microsoft Word
Facebook
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 2 emails and 1 mobile phone numbers on RocketReach.
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