Win Cody Email & Phone Number
Consultant @ Oculus Partners, LLC
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Win Cody Location
- New York, NY, US
Win Cody Work
- 2022 -now Consultant @
- 2005 -now President @
- 2015 -2016 Vice President Technology @
- 2008 -2014 Head of Wealth Management and Retirement Solutions Group @
- 1999 -2005 CEO and Founder @ ExpertPlan
- 1988 -1999 Senior Vice President, Chief Information Officer @ The Copeland Companies
- 1982 -1988 Manager, Data Processing @
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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