Cody P. O'Malley, Cfp® Email and Phone Number
Cody P. O'Malley, Cfp® work email
- Valid
- Valid
Cody P. O'Malley, Cfp® personal email
My focus as a Workplace Financial Consultant and a Certified Financial Planner ™ is to educate individuals about budgeting, investing and holistic planning strategies to build successful lifestyles for themselves and their families. I help families define personal goals and develop solutions to accomplish them. My approach to financial planning creates a process that fosters confidence, fulfillment and happiness in those that I have the pleasure of working with.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Workplace Financial ConsultantFidelity Investments Jul 2023 - PresentBoston, Ma, UsDedicated Certified Financial Planner to the staff, faculty and alumni of Colorado State University. Plan Expert and liaison to Colorado State University.
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Financial ConsultantFidelity Investments Jul 2021 - Aug 2023Boston, Ma, UsLead and developed a team of 3 individuals to serve as an integrated wealth management team.Developed relationships with Fidelity accountholders through planning and investment solutions. Served as a brand ambassador within the Fort Collins and Colorado community.Managed a book of business that consisted of 480+ households and 700+ individuals across 13 states and 124 different public and private employers.
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Ria ConsultantDpl Financial Partners Jan 2021 - Jun 2021Louisville, Kentucky, UsRegistered Investment Advisors across the country partnered with me to provide strategies that enhanced relationships, improved client outcomes and grew AUM organically.I leveraged a platform of investments to help clients find ways to improve total portfolio return, develop tax-efficient allocations and enhance their financial planning experience through Monte-Carlo analysis. My expertise in industry-leading planning and portfolio management systems, CRM software and account billing created a secure and repeatable investment process for Investment Advisor Representatives and their clients. -
Internal WholesalerJackson Oct 2017 - Dec 2020Lansing, Mi, UsMy partnerships were with wirehouse advisors in Minnesota, North Dakota, South Dakota, Iowa, Nebraska and Montana. I was awarded "Internal Wholesaler of the Quarter" twice (Q3 2018, Q3 2020) I led my peers (180 Wholesalers) in cumulative points in a year-long competition on presentation abilityMy proven track record of new and revamped relationship development, revenue growth and innovative territory management fostered positive client interactions and experiences -
AssociateMorgan Stanley Feb 2016 - Jun 2016New York, Ny, UsThe McNamee Wealth Management GroupMy analytical responsibility included citing financial sources for client relations (e.g. conference calls, quarterly reports, annual seminars, etc.)I developed and presented a “Value Proposition” for Inmoji, a multi-million dollar start-up companyI created new relationships with our firm and risk-management professionals across the state
Cody P. O'Malley, Cfp® Education Details
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New Jersey City UniversityFinance; -
Belmont UniversityCertificate In Financial Planning
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Harvard Business School OnlineCertificate In Negotiation Mastery
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Brookdale Community CollegeBusiness Administration
Frequently Asked Questions about Cody P. O'Malley, Cfp®
What company does Cody P. O'Malley, Cfp® work for?
Cody P. O'Malley, Cfp® works for Fidelity Investments
What is Cody P. O'Malley, Cfp®'s role at the current company?
Cody P. O'Malley, Cfp®'s current role is Workplace Financial Consultant at Fidelity Investments.
What is Cody P. O'Malley, Cfp®'s email address?
Cody P. O'Malley, Cfp®'s email address is co****@****son.com
What schools did Cody P. O'Malley, Cfp® attend?
Cody P. O'Malley, Cfp® attended New Jersey City University, Belmont University, Harvard Business School Online, Brookdale Community College.
Who are Cody P. O'Malley, Cfp®'s colleagues?
Cody P. O'Malley, Cfp®'s colleagues are Ratnesh Singh, Sujeet Tiwari, Jacob Goodstein, Katherine S. Hsieh, Pushp Patel, Lourdes Rahn, Matthew Ceinski.
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