Retirement Plan Administrator
As a Retirement Plan Administrator, Cody works with the Retirement Plan Consulting team to help retirement plan sponsors optimize their retirement plan fund lineups, run quarterly Fiduciary Investment reviews, and create and administer employee education materials. Cody also assists Investment Advisors at FinTrust by attending client meetings, onboarding new clients, running Fiduciary reports, and communicating with plan sponsors and record keepers.
Prior to joining FinTrust, Cody was a Senior Operations Specialist in the Retirement Department at LPL Financial from 2021 to 2023, where he processed client contributions, distributions, conversions, and tax corrections, directly assisted Financial Advisors with account issues/transactions and general questions, utilized critical thinking skills to increase processing efficiency via Microsoft Excel, TPX Beta, and Move Money Tool, and led training sessions for his team.
A native Carolinian, Cody has lived in North Carolina and South Carolina for his entire life: born in Wilmington, NC, growing up in Clover, SC, and attending Clemson University from 2016 to 2020. He enjoys cooking, hiking, attending sporting events, and spending time with both his girlfriend Emmeline and dog Dingus the Goldendoodle.
Education, Credentials & Special Training:
Bachelor of Science in Finance with a Minor in Accounting, Clemson University
The Securities Industry Essentials® (SIE) exam
FINRA License: Series 65