Cody Paningsoro
Senior Portfolio Analyst, The Wright Wealth Management Group - Stifel
- Role
- Senior Portfolio Analyst - Stifel at Stifel Financial Corp.
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Cody Paningsoro
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. My mission is to help provide every client with the highest level of personal service and professional integrity.Please contact me by e-mail c••••••••@stifel.com or by phone (94••••••91.CA Insurance Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
Experience
Senior Portfolio Analyst - Stifel
Jul 2024 — Present
Education
California State University, Fullerton
Bachelor of Arts (B.A.), Business Administration (emphasis in Finance)
2011 — 2013
Skills
- Finance
- Insurance
- Leadership
- Financial Analysis
- Bloomberg
- Investments
- Financial Services
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