Cody Okeefe
Advisor, Personal Office® at NorthRock Partners
- Role
- Advisor, Personal Office at NorthRock Partners
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Cody Okeefe
At NorthRock, we work to support your ambition and unlock your greatest potential…
Experience
Advisor, Personal Office
Jul 2025 — Present · Roseville, CA, US
Education
Kaplan University
Bachelor of Science (BS)
Skills
- Customer Service
- Stock Market
- Microsoft Office
- Sales
- Managerial Finance
- Wealth Management
- Options Strategies
- Commercial Banking
- Financial Reporting
- Series 7
- Credit
- Financial Planning
- Managerial Economics
- Marketing
- Small Business Lending
- Strategic Financial Planning
- Business Analysis
- Mortgage Banking
- Retail Banking
- Personal Banking
- Leadership
- Internet Banking
- Social Networking
- Accounting
- Portfolio Management
- Loans
- Commercial Lending
- Financial Accounting
- Finance
- Financial Services
- Crm
- Banking
- Risk Management
- Social Media
- Investments
- Profit Margins
- Financial Advisory
- Business Ethics
- Strategic Communications
- Small Business
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