Years of experience: 16

Compliance OfficerPortfolio Manager🏦 Finance👍 Sales & BizDevBusiness AnalystAdvisor

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Cody's Career Path
FounderJul. 2024 -
Present
STUDIOi, LLCFounder
United States, PhoenixSTUDIOi is a boutique consulting firm dedicated to coaching small businesses in areas that matter to them, ultimately empowering them to fulfill on their purpose. STUIDOi was founded as an extension of my life’s work in the investment world where I trained and developed independent financial advisors to grow their businesses. Now, I assist clients in many business types by creating an enviro...
CoachJul. 2018 -
Jul. 2024
Matson MoneyCoach
United States, ScottsdaleAs a dedicated Coach I cause breakthrough business results with independent Registered Investment Advisors. Fulfill, coordinate, and project manage various initiatives under the direct supervision of the CEO. Oversee approximately 2 Billion of our book of roughly 9 Billion, standing as a consultant and relationship manager. Strategic partner driving revenue growth though business coaching and...
Associate, ComplianceDec. 2014 -
Feb. 2016
PIMCOAssociate, Compliance
Newport Beach, CAConducted surveillance audits of guideline adherence to Investment Management Agreements (IMA) in reference to portfolio compliance for complex fixed income separate accounts and ‘40 Act Funds.

Cody's Posts

  • How I can help you

    STUDIOi is a boutique consulting firm dedicated to coaching small businesses in areas that matter to them. I assist clients by creating an environment of accountability through coaching.

  • People I am looking for

    Seeking committed small business owners ready to engage and overcome business barriers. •You are ready for coaching •You need accountability •You are ‘stuck’

  • Experience & Cases

    Have coached over 100 business owners in areas that matters to them. Typical areas include: •Generating sales funnels •Altering firm culture •Creating performance metrics.

  • How to contact

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