Cody Isdaner

Role
Chief Compliance Officer & Counsel at Lovell Minnick Partners Llc
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

Experience

  1. Chief Compliance Officer & Counsel

    Lovell Minnick Partners Llc

    Jan 2023 — Present

Education

  • Bryant University

    Bachelor of Science, Business Administration; Finance

    2011 — 2013

  • Temple University - James E. Beasley School of Law

    Doctor of Law (JD), Law

    2016 — 2020

  • Wagner College

    Business Administration; Finance

    2009 — 2011

Skills

  • Sec Regulations
  • Edgar Filings
  • Microsoft Word
  • Finance
  • Financial Analysis
  • Legal Writing
  • Microsoft Excel
  • Investments
  • Research
  • Time Management
  • Microsoft Office
  • Investment Advisory Services
  • Compliance Consulting
  • Legal Compliance
  • Legal Research
  • Marketing Strategy
  • Powerpoint
  • Regulatory Compliance
  • Investment Advisor Compliance
  • Financial Services
  • Databases
  • Access
  • Compliance
  • Investment Advisers Act
  • Financial Services Compliance
  • Sales Operations

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Cody Isdaner — Chief Compliance Officer & Counsel at Lovell Minnick Partners Llc in Philadelphia, PA, US | Unifers