Jim Cody Email & Phone Number
Managing Director, Estate and Gift Planning @ Rosewood Family Advisors
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Jim Cody Location
- Palo Alto, CA, US
Jim Cody Work
- Managing Director, Estate and Gift Planning @ (January 2019 - Present)
- Managing Director, Estate, Trust and Philanthropy Advisory Services @ (January 2000 - December 2018)
- Director and Partner @ (January 1982 - January 2000)
Jim Cody Education
- University of California, College of the Law, San Francisco (formerly UC Hastings)
JD (Law)
- University of California, Berkeley, Haas School of Business
MBA
- Yale University
BA (Economics)
Jim Cody Skills
- Customer Service
- Public Speaking
- Human Resources
- Change Management
- Business Planning
- Risk Management
- Private Equity
- Sarbanes Oxley Act
- Planning
Jim Cody Summary
- Jim Cody, based in Palo Alto, CA, US, is currently a Managing Director, Estate and Gift Planning at Rosewood Family Advisors. Jim Cody brings experience from previous roles at CTC | myCFO and Carr McClellan. Jim Cody holds a JD in Law @ University of California, College of the Law, San Francisco (formerly UC Hastings). With a robust skill set that includes Customer Service, Public Speaking, Human Resources, Change Management, Business Planning and more. Jim Cody has 3 emails and 5 mobile phone numbers on RocketReach.
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