Win Cody Email & Phone Number
Consultant @ Oculus Partners, LLC
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Win Cody Location
- New York, NY, US
Win Cody Work
- Consultant @ (October 2022 - Present)
- President @ (October 2005 - Present)
- Vice President Technology @ (December 2015 - March 2016)
- Head of Wealth Management and Retirement Solutions Group @ (June 2008 - September 2014)
- CEO and Founder @ ExpertPlan (June 1999 - September 2005)
- Senior Vice President, Chief Information Officer @ The Copeland Companies (April 1988 - May 1999)
- Manager, Data Processing @ (July 1982 - March 1988)
Win Cody Education
- University of Connecticut
Master of Business Administration (Business Administration, Finance)
1982-1985 - Massachusetts Institute of Technology
Bachelor of Science (Management)
1978-1982
Win Cody Skills
- 401k
- Outsourcing
- Wealth Management
- Retirement Planning
- Product Development
- Process Improvement
- ERISA
- Retirement
- Leadership
- Finance
- Mergers & Acquisitions
- Budgets
- Financial Services
- Employee Benefits
- Mutual Funds
- Relationship Management
- Business Analysis
- Strategy
- Business Development
- Program Management
- Business Strategy
- New Business Development
- Portfolio Management
- Strategic Financial Planning
- Investments
- Insurance
- Executive Management
- Asset Management
- Entrepreneurship
- CRM
- Start-ups
- Start-up Ventures
- Business Process Improvement
- Management Consulting
- Securities
- Risk Management
- 401(k) Retirement Savings Plans
- Financial Planning
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Start Ups
- 401K Retirement Savings Plans
- Business Process
- Strategic Financial
- Start Up Ventures
- Mergers and Acquisitions
- 401 Retirement Savings Plans
- Customer Relationship Management
Win Cody Summary
- Win Cody, based in New York, NY, US, is currently a Consultant at Oculus Partners, LLC. Win Cody brings experience from previous roles at Cody Partners LLC, Zillion (formerly HealthFleet, Inc.), iGATE Global Solutions and ExpertPlan. Win Cody holds a 1982 - 1985 Master of Business Administration in Business Administration, Finance @ University of Connecticut. With a robust skill set that includes 401k, Outsourcing, Wealth Management, Retirement Planning, Product Development and more. Win Cody has 3 emails and 3 mobile phone numbers on RocketReach.
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