Cody Robertson Email & Phone Number

California, United States

San Francisco Bay Area

Cody serves as a technical subject matter expert for Lionpoint Group, a global management consulting firm focused on alternative asset managers. He leverages his experience to assist clients in current state technology assessments, target operating models, and data strategy. In addition, Cody assists in the implementation of data pipelines, analytics.

Greater New York City Area

• At Lux Fund Technology, Cody leveraged his technology & business acumen while serving as product manager & head of development for this cloud-based SaaS data warehousing / BI platform startup providing analytics for.
• Helping raise $10M+ in Series A & B venture funding from Credit Suisse Next Investors.
• Growing the engineering team from (2) to 10 on- / off-shore developers.
• Building product roadmaps and translating requirements to Agile tasks.
• Representing the firm at alternative asset investment conferences, serving as an SME / panelist for data engineering and alternative data.
• Authoring thought-leadership articles and blog posts.

New York

• At MIK, Cody led custom software solution projects for some of the world’s top hedge funds, with projects including alternative data, accounting system integration, performance reporting, risk management, and real-time.
• Created a real-time portfolio monitoring application for a $25BN-AUM fund. Here, the system loads position, security, and trade data from the data cache, using multiple risk & pricing providers to calculate performance.
• Implemented a real-time portfolio monitoring application for a $7BN+ AUM fund: This application extracts security & position details from accounting systems to data warehouse—with intraday trades incorporated upon.
• Implemented a data warehouse for a $6BN AUM fund, extracting securing security and position details from accounting & risk systems. This empowered users to tag securities in multiple ways, incorporate into customizable.

San Francisco, California

• At Forbin, Cody served as an architect and lead developer, designing & implementing custom solutions for financial services, government, healthcare, and startup clients leveraging MS stack.His Select Achievement.
• He regularly led the entire development lifecycle including requirements analysis, testing, deployment, using C#,.NET Framework, ASP.NET, SQL Server, JavaScript.Client Relationship Management Corporate / Government /.

San Francisco Bay Area

Owner of Potrero Hill Southeast Asian restaurant and cocktail lounge.

San Francisco Bay Area

Lead developer for career research portal.

Software engineer for major Microsoft sites such as Internet Explorer, Windowsmedia.com, and MSN.com

Bachelor'S Degree, Business Administration And Information Systems

Activities and Societies: Kappa Sigma

Certificate, Data Science