
Cody Dolly
Specialist

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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 2004Specialist
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 2024Managing Director
Jan 2015 - Jan 2024Chief Development Officer
Jan 2012 - Jan 2015Managing Director
Jan 2007 - Jan 2012Financial Advisor
Jan 2002 - Jan 2007
Licenses & Certifications
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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
Associated with Cody DollyFundraiser
Issued by Hetrick-Martin Institute on Jun 2023
Associated with Cody DollyFundraising race participant
Issued by IRONMAN Foundation on Aug 2014
Associated with Cody DollyFund Raiser
Issued by Multiple Myeloma Research Foundation - MMRF on Sept 2014
Associated with Cody DollyFund Raiser
Issued by Team Tony Cancer Foundation on Oct 2011
Associated with Cody DollyEvent Planner
Issued by Alex's Lemonade Stand Foundation on Jun 2013
Associated with Cody DollyMember of the Board
Issued by Also Out Youth on Jan 2010
Associated with Cody DollyFranchise Owner
Issued by Row House on Apr 2019
Associated with Cody DollyEagle Scout
Issued by Boy Scouts of America on Jan 1995
Associated with Cody Dolly
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