Cody Case
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Cody Case Email & Phone Number

Financial Representative
Location: West Jordan, Utah, United States 4 work roles
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Role
Financial Representative
Location
West Jordan, Utah, United States

Who is Cody Case? Overview

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Cody Case is listed as Financial Representative based in West Jordan, Utah, United States. AeroLeads shows a matched LinkedIn profile for Cody Case.

Cody Case previously worked as Financial Representative at Modern Woodmen Of America and Ethics & Compliance Training Lead at Robinhood.

Profile bio

About Cody Case

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the Lehi Utah community plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal benefit society, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.Feel free to contact me at:cody.a.case@mwarep.orgLearn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

4 roles

Cody Case work experience

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Financial Representative

Lehi, Utah, United States

I help individuals, businesses, and families plan for a secure financial future. I am fortunate to offer financial security with fraternal benefits and am proud to be part of an organization that is for our members. I believe in helping others, building relationships and making a difference in the local community.

Sep 2023 - Feb 2024

Ethics & Compliance Training Lead

Lehi, Utah, United States

Dec 2021 - Sep 2023

Learning And Development Analyst

Sandy, Utah, United States

Apr 2018 - Nov 2021
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What is Cody Case's role at their current company?

Cody Case is listed as Financial Representative.

Where is Cody Case based?

Cody Case is based in West Jordan, Utah, United States.

What companies has Cody Case worked for?

Cody Case has worked for Modern Woodmen Of America, Robinhood, E*Trade, and Main Street Pizza.

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