Consultant
Current
Oct 2022 - Present
AeroLeads people directory · profile
Win Cody Email & Phone Number
President at Cody Partners LLC
at
Oculus Partners, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
President at Cody Partners LLC
Location
New York City Metropolitan Area, United States, United States
Who is Win Cody? Overview
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Quick answer
Win Cody is listed as President at Cody Partners LLC at Oculus Partners, LLC, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Win Cody.
Win Cody previously worked as Consultant at Oculus Partners, Llc and President at Cody Partners Llc. Win Cody holds Bs, Management, Information Systems from Massachusetts Institute Of Technology.
Company email context
Email format at Oculus Partners, LLC
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Oculus Partners, LLC
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Profile bio
About Win Cody
A visionary senior technology executive and consultant with extensive experience developing and marketing new technology based products, building organizations and leading systems development for the financial services industry. Extensive experience leveraging the Internet to create new and powerful financial services products. Industry expert in automating 401(k) retirement planning systems. Experienced in technology support the Wealth Management industry. Excellent leadership skills with a strong belief in employee involvement and team development. Strong systems architectural ability developing plans for new systems as well as integrating multiple disparate systems. Specialties: Financial Service Product Development using Technology- 401(k) Plan Administration- Retirement Income Products- Outsourcing- Software Integration and Platform Modernization
Listed skills include Financial Services, Wealth Management, Strategy, Retirement, and 35 others.
Current workplace
Win Cody's current company
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7 roles
Win Cody work experience
A career timeline built from the work history available for this profile.
President
CurrentCody 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.
Oct 2005 - Present
Vice President Technology
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.
Dec 2015 - Mar 2016
Head Of Wealth Management And Retirement Solutions Group
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.
Jun 2008 - Sep 2014
Ceo And Founder
Expertplan
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.
Jun 1999 - Sep 2005
Senior Vp, Cio
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.
Apr 1988 - May 1999
Manager, Data Processing
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.
Jul 1982 - Mar 1988
2 education records
Win Cody education
Bs, Management, Information Systems
Massachusetts Institute Of Technology
Mba, Business Administration, Finance
University Of Connecticut
FAQ
Frequently asked questions about Win Cody
Quick answers generated from the profile data available on this page.
What company does Win Cody work for?
Win Cody works for Oculus Partners, LLC.
What is Win Cody's role at Oculus Partners, LLC?
Win Cody is listed as President at Cody Partners LLC at Oculus Partners, LLC.
Where is Win Cody based?
Win Cody is based in New York City Metropolitan Area, United States, United States while working with Oculus Partners, LLC.
What companies has Win Cody worked for?
Win Cody has worked for Oculus Partners, Llc, Cody Partners Llc, Zillion (Formerly Healthfleet, Inc.), Igate Global Solutions, and Expertplan.
How can I contact Win Cody?
You can use AeroLeads to view verified contact signals for Win Cody at Oculus Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Win Cody attend?
Win Cody holds Bs, Management, Information Systems from Massachusetts Institute Of Technology.
What skills is Win Cody known for?
Win Cody is listed with skills including Financial Services, Wealth Management, Strategy, Retirement, Leadership, Outsourcing, Retirement Planning, and Business Analysis.
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