Cody Wilks
Los Angeles,CA
Summary
Professional Wealth Advisor with extensive expertise in financial planning, investment management, and client relationship development. Proven ability to deliver impactful financial strategies, aligning with client goals and market conditions. Strong collaborator known for adaptability and results-driven approach within team environments. Skilled in portfolio management, risk assessment, and regulatory compliance. Dependable and focused on achieving optimal outcomes in dynamic settings.
Overview
10
10
years of professional experience
Work History
Digital Marketing Strategist
Self Employed
01.2024 - Current
- Boosted brand awareness by developing and implementing comprehensive digital marketing campaigns.
- Conducted market research to identify trends, competitor strategies, customer needs, and potential opportunities for growth in the digital landscape.
- Maintained up-to-date knowledge of industry best practices by attending conferences, workshops, and webinars to stay ahead of emerging trends in digital marketing strategy development.
- Strengthened brand communication with in-depth analyses of competitors, market and economic changes.
Vice President of Investments - Wealth Advisor
JP Morgan
06.2023 - 07.2024
- Presented complex financial information in an easy-to-understand manner, enhancing client understanding of their investments.
- Provided expert advice to clients during market downturns, helping them navigate challenges and maintain confidence in their investment strategies.
- Oversaw asset allocations for client portfolios, ensuring optimal balance between risk and return.
- Led the onboarding process for new clients, ensuring a seamless transition and immediate understanding of their financial goals.
- Established a culture of continuous improvement within the investment team, leading to increased productivity and successful achievement of targets.
Vice President - Financial Consultant
Charles Schwab
04.2019 - 12.2022
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
Associate Financial Consultant
Charles Schwab
02.2016 - 04.2019
- Provided exceptional customer service, resolving complex issues promptly and effectively for enhanced client relationships.
- Collaborated with team members to devise innovative approaches for client wealth management.
- Streamlined the investment process for clients by conducting thorough research and analysis.
- Continuously expanded industry knowledge by attending workshops, conferences, and seminars; applied newly acquired skills to enhance client services.
- Evaluated risk tolerance levels of clients using assessment tools; provided tailored investment strategies accordingly.
Portfolio Analyst Intern
Innovest Portfolio Solutions
05.2015 - 12.2015
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Provided strategy advice to high net worth clients.
- Conducted regular meetings with clients to review portfolio performance, address concerns, and offer recommendations for adjustments as needed.
Education
Bachelor Of Business Science - Finance
University of Colorado
Denver, COSkills
- Wealth preservation
- Financial planning
- Investment strategies
- Alternative investments
- Estate planning
- Trust services
- Private banking
- Behavioral finance
- Business succession planning
- Derivatives trading
- Portfolio performance analysis
- Family office services
- Intergenerational wealth transfer
- Tax planning
Timeline
Digital Marketing Strategist
Self Employed
01.2024 - Current
Vice President of Investments - Wealth Advisor
JP Morgan
06.2023 - 07.2024
Vice President - Financial Consultant
Charles Schwab
04.2019 - 12.2022
Associate Financial Consultant
Charles Schwab
02.2016 - 04.2019
Portfolio Analyst Intern
Innovest Portfolio Solutions
05.2015 - 12.2015
Bachelor Of Business Science - Finance
University of Colorado
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