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Cody Beatty , CLU ®, CHFC

Cody Beatty , CLU ®, CHFC

A/R Department

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location of Cody Beatty , CLU ®, CHFCGrove City, Ohio, United States

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  • Timeline

  • About me

    District Director at Northwestern Mutual

  • Education

    • ASHLAND

      -
      Bachelor of Science DegreeGraduation Finance

    • Ashland University

      -
      BS Finance, Marketing

      Activities and Societies: Eagle Investment Group, Varsity Football Team

  • Experience

    • B&B Forklift Service

      Apr 2010 - Sept 2010
      A/R Department

    • B FORKLIFT SERVICE

      May 2010 - Sept 2010
      A/R Department

      Member of company's accounts receivable departmentEdited/validated accuracy of company financial statementsCommunicated with customers in the accounts receivable departmentOrganized and conducted monthly company safety meetingsProvided warehouse safety audits

    • Primerica

      Apr 2011 - Oct 2011
      Intern

    • Eagle Investment Group

      Aug 2011 - May 2012
      Financial Analyst

      Actively manage $1,000,000 of the university's endowment.

    • Northwestern Mutual

      Nov 2011 - now

      • District Director

        Jan 2021 - now

      • Growth and Development Director/ Financial Advisor

        Oct 2017 - Jan 2021

      • Financial Advisor

        Nov 2011 - Oct 2017

  • Licenses & Certifications

    • Chartered Financial Consultant®

      The American College of Financial Services
      Dec 2024
      View certificate certificate