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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
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 3 emails and 1 mobile phone numbers on RocketReach.
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