Cody Burnett

Cody Burnett Email and Phone Number

Vice President - Wealth Management @ UBS
Rhode Island, United States
Cody Burnett's Location
Providence County, Rhode Island, United States, United States
Cody Burnett's Contact Details

Cody Burnett personal email

About Cody Burnett

Working primarily with business owners and corporate executives, I serve as a consultant and a conduit to UBS' greater resources as a firm in a process that considers personal financial planning as well as business transition strategies, equity compensation, specialty lending solutions, and philanthropic concerns.Through this process I aim deliver a bespoke wealth management experience, working side by side with my clients to navigate challenges, find efficiencies, and reach critical goalposts.I look forward to connecting and hope my team can add value to your situation.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cody Burnett's Current Company Details
UBS

Ubs

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Vice President - Wealth Management
Rhode Island, United States
Website:
nyftyfitness.com
Employees:
28
Cody Burnett Work Experience Details
  • Ubs
    Vice President - Wealth Management
    Ubs
    Rhode Island, United States
  • Ubs
    Vice President - Wealth Management
    Ubs Jan 2020 - Present
    Providence, Rhode Island
  • Ubs
    Financial Advisor
    Ubs Jul 2016 - Jan 2020
  • Ubs
    Wealth Planning Analyst
    Ubs Apr 2014 - Jun 2016
    Providence, Rhode Island Area
  • Mclaughlin Research Corporation
    Technical Writer/Editor
    Mclaughlin Research Corporation Jan 2013 - Apr 2014
  • University Of Rhode Island
    Teaching Assistant
    University Of Rhode Island Jan 2012 - May 2012

Cody Burnett Skills

Series 7 Series 66 Wealth Management Strategic Financial Planning Retirement Planning Wealth Transfer Philanthropy

Cody Burnett Education Details

Frequently Asked Questions about Cody Burnett

What company does Cody Burnett work for?

Cody Burnett works for Ubs

What is Cody Burnett's role at the current company?

Cody Burnett's current role is Vice President - Wealth Management.

What is Cody Burnett's email address?

Cody Burnett's email address is bu****@****ail.com

What schools did Cody Burnett attend?

Cody Burnett attended Stellenbosch University/universiteit Stellenbosch.

What skills is Cody Burnett known for?

Cody Burnett has skills like Series 7, Series 66, Wealth Management, Strategic Financial Planning, Retirement Planning, Wealth Transfer, Philanthropy.

Who are Cody Burnett's colleagues?

Cody Burnett's colleagues are Ethan Harro, Flloyd Rewa.

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