Investment Banking Analyst
Current
Oct 2024 - Present
AeroLeads people directory · profile
Cody Call Email & Phone Number
Investment Banking Analyst
at
MarshBerry
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Banking Analyst
Location
San Diego, California, United States
Company size
Who is Cody Call? Overview
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Quick answer
Cody Call is listed as Investment Banking Analyst at MarshBerry, a with 102 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Cody Call.
Cody Call previously worked as Team Lead at Vermilion Rock Advisors and Data Annotator at Dataannotation. Cody Call holds Bachelor'S Degree, Business Management Economics from University Of California, Santa Cruz.
Company email context
Email format at MarshBerry
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MarshBerry
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Profile bio
About Cody Call
Cody Call is a Investment Banking Analyst at MarshBerry.
Current workplace
Cody Call's current company
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Marshberry
6 roles
Cody Call work experience
A career timeline built from the work history available for this profile.
Team Lead
May 2024 - Aug 2024
Data Annotator
Accomplishments include:● Graded AI responses on five criteria sets to improve chatbots ability● Researched 50 input prompts to ensure AI chatbots provide accurate answers● Managed work streams and completed 500 tasks to improve efficiency of operations
Nov 2023 - May 2024
Financial Research Analyst
Accomplishments include:●Wrote five articles on detailed financial, valuation, Excel, accounting, and economic topics such as M&A, DCF, Three Financial Statements● Over 100+ hours of self-study across financial modeling and valuation courses including Excel modeling, 3-statement modeling, PPT for Finance, DCF modeling, precedent and trading comps, LBO modeling, and M&A modeling
Jan 2024 - Apr 2024
Wealth Management Intern
Wynn Capital Management
Accomplishments include:● Conducted research on 80 mutual funds and buffer ETFs, contributing to data-driven investment recommendations● Prepared outline for quarterly client meetings, which entailed returns benchmarking, asset allocation, and risktolerance● Ran and analyzed two financial reports daily, extracting key insights to inform investment strategies● Implemented streamlined procedures for financial analysis and used financial software to help rebalance portfolios
Jan 2023 - Mar 2023
Project Management Intern
Accomplishments included:● Conducted interviews with four small business owners● Created a business page using Wix Web design, elevating online visibility ● Collaborated on website development for local businesses, ensuring tailored solutions and enhanced online presence for businesses● Led a three-month marketing campaign, increasing brand recognition and achieving engagement growth
Jun 2022 - Aug 2022
Team & coworkers
Colleagues at MarshBerry
Other employees you can reach at marshberry.com. View company contacts for 102 employees →
AF
Austin Fantin
Colleague at MarshberryGreater Cleveland, United States
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WW
Wayne Walkotten
Colleague at MarshberryGrandville, Michigan, United States
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OL
Olly Laughton-Scott
Colleague at MarshberryGreater London, England, United Kingdom
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AJ
Angela Jaycox
Colleague at MarshberryGrand Rapids, Michigan, United States
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BD
Bud Davis
Colleague at MarshberryDana Point, California, United States
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KS
Kara Szafraniec, Cpa
Colleague at MarshberrySolon, Ohio, United States
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PL
Penny Lemmen
Colleague at MarshberryHolland, Michigan, United States
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BV
Bethanie Veeneman, Phr
Colleague at MarshberryGrand Rapids, Michigan, United States
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KH
Kristin Howe, Cva
Colleague at MarshberryGrand Rapids, Michigan, United States
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AB
Audrey Breen
Colleague at MarshberryColumbus, Ohio, United States
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Austin Fantin
Colleague at MarshberryGreater Cleveland, United States
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WW
Wayne Walkotten
Colleague at MarshberryGrandville, Michigan, United States
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OL
Olly Laughton-Scott
Colleague at MarshberryGreater London, England, United Kingdom
View →
AJ
Angela Jaycox
Colleague at MarshberryGrand Rapids, Michigan, United States
View →
BD
Bud Davis
Colleague at MarshberryDana Point, California, United States
View →
KS
Kara Szafraniec, Cpa
Colleague at MarshberrySolon, Ohio, United States
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PL
Penny Lemmen
Colleague at MarshberryHolland, Michigan, United States
View →
BV
Bethanie Veeneman, Phr
Colleague at MarshberryGrand Rapids, Michigan, United States
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KH
Kristin Howe, Cva
Colleague at MarshberryGrand Rapids, Michigan, United States
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AB
Audrey Breen
Colleague at MarshberryColumbus, Ohio, United States
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2 education records
Cody Call education
Bachelor'S Degree, Business Management Economics
High School Diploma
FAQ
Frequently asked questions about Cody Call
Quick answers generated from the profile data available on this page.
What company does Cody Call work for?
Cody Call works for MarshBerry.
What is Cody Call's role at MarshBerry?
Cody Call is listed as Investment Banking Analyst at MarshBerry.
Where is Cody Call based?
Cody Call is based in San Diego, California, United States while working with MarshBerry.
What companies has Cody Call worked for?
Cody Call has worked for Marshberry, Vermilion Rock Advisors, Dataannotation, Wall Street Oasis, and Wynn Capital Management.
Who are Cody Call's colleagues at MarshBerry?
Cody Call's colleagues at MarshBerry include Austin Fantin, Wayne Walkotten, Olly Laughton-Scott, Angela Jaycox, and Bud Davis.
How can I contact Cody Call?
You can use AeroLeads to view verified contact signals for Cody Call at MarshBerry, including work email, phone, and LinkedIn data when available.
What schools did Cody Call attend?
Cody Call holds Bachelor'S Degree, Business Management Economics from University Of California, Santa Cruz.
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