Cody Williams
Product | Director at DPL Financial Partners
- Role
- Director, Product at Dpl Financial Partners
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Cody Williams
Experienced Sales Support Leader with a demonstrated history of working in the financial service industry. Skilled in Sales, Coaching, Sales Management, Salesloft and hold a Series 7 & 24 license. Strong sales professional with a Master of Business Administration (MBA) from University of Louisville.
Experience
Director, Product
Jan 2024 — Present
Education
University of Kentucky
Degree: Bachelor of Science, Business Management
2007 — 2011
University of Louisville
Master of Business Administration (MBA), Business/Commerce, General
2013 — 2015
Skills
- Microsoft Office
- Sales
- Fixed Annuities
- Life Insurance
- Ms-Dos
- Microsoft Excel
- Series 6
- Insurance
- Sales Operations
- Customer Service
- Investment Advisory
- Wealth Management
- Leadership
- Marketing
- Series 63
- Management
- Investments
- Asset Allocation
- Mutual Funds
- Retirement Planning
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