Cody Hall, Cfa Email & Phone Number

Remote

Plano, Texas, United States

· Serve as an investment counselor to 196 clients (≈$230 million in assets under management)· Act as a liaison between the Investment Policy Committee and the high net worth clientele ($500,000 or more in liquid assets)· Explain the portfolio strategy in an easy, understandable way to clients· Create financial plans for clients and recommend appropriate.

Austin, Texas Area

· Coached and mentored over 40 clients of all ages and skill levels· Taught private lessons as well as group clinics· Solicited clients in the local tennis community through active networking on a weekly basis (65% close ratio)· Maintained accounting records using Excel and journal records· Utilized networking opportunities through the internet i.e..

Austin, Texas Area

· Functioned as a holistic wealth manager to the firm’s high net worth clients ($500,000 or more in liquid assets)· Ensured retention of the firm’s clients as well as generated referrals (focus on client service and retention)· Developed holistic, unique and customized financial plans for high net worth clients. Financial plans include tax planning, estate.

Austin, Texas

· Served as a subject matter expert in specific security/fund strategies, asset allocation strategies and investment management· Performed specific portfolio analyses on both current and prospective clients· Analyzed client data to develop financial plan models, including simulation modeling using Monte Carlo and other statistical techniques· Conducted.

Lauffen, Germany

» Taught all levels of tennis from beginners to the most advanced and to all different ages» Traveled and managed teenage Germans on their summer tennis tournaments» Competed in the German Club Tennis League

Albuquerque, New Mexico Area

» Provided great customer service in the food industry» Handling cash and credit card transactions on a daily basis

Albuquerque, NM

» Coached and mentored students ages 6-18 years old» Helped plan practices daily and created new drills specifically for footwork, technique, coordination, etc

Colorado Springs, Colorado Area

» Inspected cadets rooms daily and kept records of each room» Organized new rules and altered pre-existing procedures regarding standardization and evaluation» Memorized cadet room regulations

Albuquerque, New Mexico Area

» Assisted in surveying houses by setting stakes and measuring the house from all angles» Learned the basics of how to survey a house

Bachelor Of Business Administration (B.B.A.), Economics And Finance, 4.0

Activities and Societies: Student Athletic Advisory Committee, Financial Management Association• Regions Bank Scholarship Recipient (13) •.

Bachelor Of Business Administration (B.B.A.), Management

Activities and Societies: Varsity Tennis Team• Mountain West Conference Scholar Athlete (09) • Most Valuable Player at USAFA (09) • 3.1.