Cody Dolly

Cody Dolly

Specialist

Followers of Cody Dolly3000 followers
location of Cody DollyNew York, New York, United States

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  • Timeline

  • About me

    Wealth Management Leader | Building High-Performing Teams | Driving Profitable Growth

  • Education

    • State University of New York at Oswego

      -
      BS Business Administration
    • University of Tasmania

      -
      Semester Abroad
  • Experience

    • New York Army National Guard

      Jan 1998 - Jan 2004
      Specialist
    • Northwestern Mutual

      Jan 2002 - Aug 2024

      • Led a team of 40 advisors managing over $500M in assets in traditionally one of the top offices inthe East as measured by production and recruiting. Promoted a culture of excellence and enjoyedlow employee turnover.• Top decile performer in company production. Doubled production to approximately $5M ininsurance sales and assets gathered annually.• Led all recruiting and development efforts, hiring 15 advisors a year. Was the top recruiter in theEastern district. Ensured smooth operations, recruiting and overseeing the administrative team.• Won the Managing Director Distribution Builder Award.• Boosted productivity and efficiency by engineering an office move, designing the space for post-COVID efficiency.• Increased company visibility through social media marketing efforts on Instagram, Facebook, andLinkedIn.• Chaired the Eastern Regional Meeting for three years. Helped develop the agenda and programmingand served as the emcee. Shared best practices by speaking at companywide events.• Active leader in the LGBTQ+ employee resource group (ERG.) Spoke at an annual meeting on “TheInclusive Mindset.”• Led a charity golf tournament for two years, raising money for Alex’s Lemonade/Cancer Research. Show less • Recruited over 40 advisors a year at the firm’s top office nationwide.• Developed all advisors in the organization, including 100 early-career colleagues. Led the company in new advisor production, including three of the firm’s highest-achieving rookies.• Boosted colleagues’ success by sharing best practices learned through building a successful book of business.• Engendered co-worker confidence in the marketplace through mentorship, case studies, instruction in software resources, accompanying them on sales calls, and teaching about the power of persistence.• Ran sales competitions and teaming exercises to increase motivation. Show less

      • Chief Operating Officer

        Jan 2024 - Aug 2024
      • Managing Director

        Jan 2015 - Jan 2024
      • Chief Development Officer

        Jan 2012 - Jan 2015
      • Managing Director

        Jan 2007 - Jan 2012
      • Financial Advisor

        Jan 2002 - Jan 2007
  • Licenses & Certifications

    • Series 6, 63, 65, 7, 26, 24, SIE

      Financial Industry Regulatory Authority (FINRA)
    • Certified in Long-Term Care (CLTC)

      The American College of Financial Services
    • Certified Life Underwriter, CLU®

      The American College of Financial Services
  • Volunteer Experience

    • Fundraiser

      Issued by Human Rights Campaign
      Human Rights CampaignAssociated with Cody Dolly
    • Fundraiser

      Issued by Hetrick-Martin Institute on Jun 2023
      Hetrick-Martin InstituteAssociated with Cody Dolly
    • Fundraising race participant

      Issued by IRONMAN Foundation on Aug 2014
      IRONMAN FoundationAssociated with Cody Dolly
    • Fund Raiser

      Issued by Multiple Myeloma Research Foundation - MMRF on Sept 2014
      Multiple Myeloma Research Foundation - MMRFAssociated with Cody Dolly
    • Fund Raiser

      Issued by Team Tony Cancer Foundation on Oct 2011
      Team Tony Cancer FoundationAssociated with Cody Dolly
    • Event Planner

      Issued by Alex's Lemonade Stand Foundation on Jun 2013
      Alex's Lemonade Stand FoundationAssociated with Cody Dolly
    • Member of the Board

      Issued by Also Out Youth on Jan 2010
      Also Out YouthAssociated with Cody Dolly
    • Franchise Owner

      Issued by Row House on Apr 2019
      Row HouseAssociated with Cody Dolly
    • Eagle Scout

      Issued by Boy Scouts of America on Jan 1995
      Boy Scouts of AmericaAssociated with Cody Dolly