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Cody Shoop is listed as Former Army Officer turned Investment Advisor helping individuals and families achieve their financial goals. at Sulzberger Capital Advisors, a with 4 employees, based in Miami-Fort Lauderdale Area, United States. AeroLeads shows a work email signal at sbcglobal.net and a matched LinkedIn profile for Cody Shoop.
Cody Shoop previously worked as Investment Officer at Sulzberger Capital Advisors and Investment Associate at Sulzberger Capital Advisors. Cody Shoop holds Master Of Finance / Master Of Business Administration from University Of Miami Herbert Business School.
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Cody Shoop is a Former Army Officer turned Investment Advisor helping individuals and families achieve their financial goals. at Sulzberger Capital Advisors. He possess expertise in leadership, leadership development, team management, time management, team building and 21 more skills. Colleagues describe him as "Working with Cody at the student-managed investment fund at UM was a great pleasure. His impressive technical knowledge and expertise in equities were critical to the fund's success in 2023. As we analyzed ULH, a trucking and logistics company, Cody's analytical skills were on full display as he provided valuable insights into the company's growth prospects in a highly fragmented industry. His thorough research and financial analysis enabled us to make a sound investment decision that resulted in above-average returns for the fund. Cody's exceptional business and financial judgment, combined with his technical knowledge, make him an outstanding analyst and teammate. He consistently stays two steps ahead of market developments, always seeking to manage risk and deliver long-term value for the fund. His dedication to delivering exceptional results is unparalleled, and he is always willing to go the extra mile to ensure success. Overall, I have no doubt that Cody will be an invaluable asset to any team seeking a knowledgeable and talented finance professional. His combination of technical expertise, incisive analysis, and strong judgment make him a standout analyst, and his commitment to excellence and teamwork make him an exceptional colleague. I highly recommend Cody for any role in finance, as he has the skills and expertise needed to succeed and deliver results."
Listed skills include Leadership, Leadership Development, Team Management, Time Management, and 22 others.
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Miami, Florida, United States
Sulzberger Capital Advisors is a boutique investment management firm. Sulzberger Capital Advisors focuses on working with individuals and families (either domestic or international) offering investment advice, financial planning and overall wealth management. We work with a deep network of national investment service providers to find customized solutions for our clients.
• Led equity research for firm analyzing over 100 equities across sectors and market capitalization. Assessed company earnings, debt levels, revenue growth, operating and net profit margins, and business risks by using relative valuation, discounted cash flow models, and dividend discount models. Reviewed fellow staff’s equity research to ensure achievement of firm standards • Conducted over 50 portfolio reviews of client accounts assessing overall asset allocations, individual equity, mutual fund, bond, alternative positions, and client-specific and macroeconomic risks. Provided personalized recommendations based on assessments in accordance with client specific goals, risk tolerance, and tax implications
Continue to serve as a commissioned officer in the Individual Ready Reserve.
• Developed and implemented novel strategic level intelligence products for use by U.S. government executive officials• Analyzed data from multiple intelligence streams to respond to requests for information, determine and implement collection requirements, and support planning and operations with actionable intelligence products
• Selected to lead, stand-up, and organize an autonomous response team to coordinate Department of Defense support to real-world natural disasters. Managed, planned, and implemented $2M starting annual budget for hiring personnel, operations, travel, and equipment with complete discretion on spending. Efficiency in results led to 50% increase in annual budget year over year to expand operations• Developed 3-level training program and curriculum for Army leaders. Educated over 2000 personnel from Japan to Alaska to South Carolina on authorities, regulations, and laws when operating in support of civilian authorities within United States.• Coordinated between Federal, State, and Local Governments, Non-Governmental Organizations, and the Department of Defense to provide military capabilities in support of disaster response operations for Super-Typhoon Yutu in Saipan, Tropical Cyclone Gita in American Samoa, Hurricane Maria in Puerto Rico, and the 2019 Kilauea Volcanic Eruption in Hawaii to provide life-saving and life-sustaining support to tens of thousands of U.S. citizens
• Oversaw daily operations of 400 Soldier battalion spread across the Indo-Pacific with subordinate units in Guam, Saipan, Alaska, and Hawaii tasked with fixed facility and bare-beach port opening and operations. Developed and implemented maintenance and restationing plan for $50M Logistic Support Vessel ensuring continued Army sealift ability in Indo-Pacific• Mobilized 50 Soldier unit, moving personnel and equipment through processing site, unit and individual training, medical readiness, and into deployment theatre
• Led 42 Soldiers of a Military Police Platoon tasked with area security, law enforcement, convoy escort, and additional combat support missions• Responsible for the management, maintenance, and operation of over $3M in vehicles, equipment, and weapons
1197 N. Willow Ave. Fresno, Ca 93611
Provided on the job training to over 100 new employees ensuring they were trained to the standards of excellence.
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Cody Shoop works for Sulzberger Capital Advisors.
Cody Shoop is listed as Former Army Officer turned Investment Advisor helping individuals and families achieve their financial goals. at Sulzberger Capital Advisors.
AeroLeads has found 1 work email signal at @sbcglobal.net for Cody Shoop at Sulzberger Capital Advisors.
Cody Shoop is based in Miami-Fort Lauderdale Area, United States while working with Sulzberger Capital Advisors.
Cody Shoop has worked for Sulzberger Capital Advisors, Us Army, and Mcdonald'S Corporation.
Cody Shoop's colleagues at Sulzberger Capital Advisors include Branden Wasser and Gene Sulzberger, Jd, Tep, Cfp®, Adpa®.
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Cody Shoop holds Master Of Finance / Master Of Business Administration from University Of Miami Herbert Business School.
Cody Shoop is listed with skills including Leadership, Leadership Development, Team Management, Time Management, Team Building, High Degree Of Initiative, Peer Leadership, and Easily Adaptable.
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