Cody Partners helps retirement and wealth management companies improve their products, processes and costs leveraging technology. Clients inlcude:- WIPRO – Worked with team to create strategy for business growth in the retirement business.- Wells Fargo – Created strategy for transformation of WyStar 401k product to modern service based architecture running Oracle. Start execution until retirement business was sold to Principal Mutual.- Bank of America / Merrill Lynch – Worked on strategic review and plan for wealth management with a focus on the institutional retirement business.- Ascensus – Converted archived data from AS/400 based ExpertPlan platform, which Ascensus acquired, to SQL Server.- SEI – Worked on design and strategy of features for new Wealth Management platform including as UMA, advanced rebalancing, proposals and product catalog for new clients- CUNA Mutual – Evaluated existing retirement platform and developed strategy for transformation. Ran RFP process for new system where FIS Omni was selected.- John Hancock – Worked on improvement of TPA automation features and straight thru processing (including payroll and distributions) for internal 401k software product. Helped set up rollover system for 401k clients. Ran RFP for new 401k large market product.- Barclays iShares – Worked on strategy to trade iShares ETF’s in 401k plans. Connected record keepers to Barclays prior to their sale to Black Rock.- InvestLink – Built features for 401k software product including plan onboarding.- UnitZXchange – Created system to allow fund unitizing of portfolios for retirement plan.- 401kExchange – Worked on creation of 401kNavigator, a 401k plan proposal tool for advisors.

Leading all software development for rapidly growing health care technology firm. Zillion is an open cloud computing platform to develop and distribute healthcare applications and services to drive engagement and improve outcomes. Zillion's technology provides richer guidance to more patients. Zillion helps clients deliver care and expertise to patients who are progressing through a clinical pathway, making a transition in care, or self-managing at home.

Started new vertical practice at iGATE and expended responsibility after acquisition of Patni. Developed solutions including end-to-end 401(k) administration and reconciliation services. Provide domain expertise, consulting services and solution development to allow sales to bring in larger projects off-shore. Brought in major firms to iGATE and supported other major existing retirement clients.

Founded ExpertPlan in 1999 based on my idea to better service the small plan 401(k) market by leveraging the Internet. Built a team and an initial product that was brought to the market in less than one year. ExpertPlan has become a major leader in 401(k) administration. Though the company was started initially with personal funding, venture capital was brought in after the first year. ExpertPlan was acquired by Ascensus.

Promoted to Senior-Vice President / CIO, reporting to the CEO, with charge to add capability to transform the company to become a full service record keeper as well as a retirement product distribution company. Technology is one of the major reasons Copeland was referred to as a “crown jewel” in the Citigroup family. Managed an organization of 160 professionals with an operating budget of $21 Million. Systems support for over 2,000 business users, 1.1 million clients with annual processing throughput of over 100 million transactions totaling $2.3 Billion in contributions. Copeland eventually was merged with State Street to become CitiStreet which was subsequently sold to ING, now Voya.

Managed system development group to support marketing and interactive home PC & VRU banking products for MoneyTrac, an integrated financial service venture at Travelers. Supported telemarketing systems with list management services. Also worked as a DBA, Telecommunications Analyst and Software Developer.