Cody Walker Email & Phone Number
Senior Client Representative @ Vanguard
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Cody Walker Location
- Charlotte, NC, US
Cody Walker Work
- Senior Client Representative @ (October 2026 - Present)
- Client Services Associate @ (April 2025 - Present)
- Financial Services Representative @ (February 2023 - December 2024)
- Broker @ (February 2023 - November 2024)
- Sales Development Representative @ (December 2021 - October 2022)
- Sales Development Representative @ (December 2020 - November 2021)
- Sales Support Specialist @ (October 2020 - December 2020)
- Sales Consultant @ (March 2020 - June 2020)
- Sales Manager @ Furniture Plus Bedding Outlet (January 2020 - March 2020)
- Customer Service Associate @ Furniture Plus Bedding Outlet (November 2019 - January 2020)
Cody Walker Education
- University of Louisiana at Lafayette
Bachelor of Business Administration - BBA (Business Management)
- University of Louisiana at Lafayette
Bachelor of Science (Business Administration and Management, General)
Cody Walker Skills
- Account Servicing
- Analytical Skills
- Bonds
- Business Development
- CRM Software
- Client Services
- Client Services Management
- Coaching
- Cold Calling
- Communication
- Corporate Finance
- Critical Thinking
- Cross Selling
- Customer Relationship Management
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Data Entry
- ETFs
- Finance
- Financial Analysis
- Financial Companies
- Financial Education
- Financial Services
- Fixed-Income Investing
- Inside Sales
- Interpersonal Skills
- Investments
- Lead Generation
- Lead Qualification
- Leadership
- Management
- Market Research
- Marketing
- Mentoring
- Merchandising
- Microsoft Office
- Microsoft Powerpoint
- Mutual Funds
- Negotiation
- New Business Opportunities
- Operational Efficiency
- Outside Sales
- Presentation Skills
- Pricing
- Problem Solving
- Professional Skills
- Programme Governance
- Public Speaking
- Retirement Solutions
- SIE
- Sales
- Sales & Marketing
- Sales Management
- Sales Processes
- Sales Prospecting
- Sales Strategy
- Series 63
- Series 7
- Stocks
- Team Management
- Teamwork
- Time Management
- Trading
- Training
- Up-selling
Cody Walker Summary
- Cody Walker, based in Charlotte, NC, US, is currently a Senior Client Representative at Vanguard. Cody Walker brings experience from previous roles at Vanguard, Charles Schwab and Oomnitza. Cody Walker holds a Bachelor of Business Administration - BBA in Business Management @ University of Louisiana at Lafayette. With a robust skill set that includes Account Servicing, Analytical Skills, Bonds, Business Development, CRM Software and more. Cody Walker has 4 emails and 4 mobile phone numbers on RocketReach.
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