Sign In
Get Clay Free →

Suggestions

    Cody Dolly

    Managing Director - Financial Advisory - CLU®, CLTC

    Cody Dolly is a financial professional who has had a long career with Northwestern Mutual.12 He served as a Managing Director at Northwestern Mutual from 2015 to 2024, based in New York City.1 Prior to this role, Dolly worked as a Financial Advisor for the same company from 2002 to 2007 in Oswego, NY.1

    Throughout his career, Dolly has held various leadership positions within Northwestern Mutual. He has been described as the Chief Operating Officer of the company3, and has also led a team of experienced Financial Advisors in Westchester, NY.

    Dolly's expertise in the financial industry is evident from his long tenure and the professional certifications he has obtained. He holds the CLU (Chartered Life Underwriter) designation and has passed the Series 65 exam, which is required for investment advisor representatives.5

    On May 15, 2023, Cody Dolly announced his retirement from Northwestern Mutual, effective December 31, 2023, after 37 years with the company.4 This indicates that his career with Northwestern Mutual extended beyond the dates mentioned in his LinkedIn profile.

    Highlights

    Sep 23 · heraldtribune.com
    Business buzz: Financial planners being recruited

    Related Questions

    What are Cody Dolly's key achievements at Northwestern Mutual?
    How has Cody Dolly's career evolved over the years?
    What teams or departments has Cody Dolly led at Northwestern Mutual?
    What are some notable projects Cody Dolly has worked on?
    How has Cody Dolly contributed to Northwestern Mutual's success?