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Cody Forbush, MBA, CFP® - Email & Phone Number

Financial Advisor at Grimes & Company

Cody Forbush, MBA, CFP® is based out of Omaha Metropolitan Area and works at Grimes & Company as Financial Advisor.

Cody Forbush, MBA, CFP®'s Contact Information

Latest update
May 15, 2024
Location
Omaha Metropolitan Area

Cody Forbush, MBA, CFP®'s Work History

Financial Advisor
Grimes & Company
Sep 2022 - Present
Personal Financial Planner Professor
UCLA Extension
Jan 2020 - Apr 2023
Wealth Advisor
Dickinson Investment Advisors
Nov 2020 - Sep 2022

Cody Forbush, MBA, CFP®'s Education

2019 - 2019
Master of Business Administration (M.B.A.)
2014 - 2017
Bachelor of Science (B.S.)
2008 - 2010

Cody Forbush, MBA, CFP®'s Skills

Public Speaking
Investments
Mutual Funds
Financial Analysis
Risk Management
Portfolio Management

Cody's current employer

Grimes & Company logo

Grimes & Company

Description
HQ Location
Westborough, MA, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Cody Forbush, MBA, CFP®

What company is Cody Forbush, MBA, CFP® working for?
Cody Forbush, MBA, CFP® works for Grimes & Company.
What is Cody Forbush, MBA, CFP®'s function at Grimes & Company?
Cody Forbush, MBA, CFP® is Financial Advisor at Grimes & Company.
Where is Cody Forbush, MBA, CFP® based?
Cody Forbush, MBA, CFP® is based out of Omaha Metropolitan Area.
Who are Cody Forbush, MBA, CFP®'s co-workers?
Cody Forbush, MBA, CFP®'s colleagues are Gerald Connolly, Emily Wood, Adam Jacobs, Thomas Grimes, Gordon Thomas, Jordan Letendre, Joe Benoit, David Roberts, Karen Kelly, Molly Grimes, Kevin Morrissey, Michael Maguire, Jennifer Moran, James Barrett V, Neal French, Nicole Foran, Michelle Vacca, Bridgett Bisceglia, Samantha Kallio, Todd Herman, Maureen Fields, Michael Keefe, Janelle Coulman, Timothy Rheaume.
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Cody's co-workers

Gerald Connolly avatar
Gerald Connolly
Vice President, Chief Compliance Officer
Emily Wood avatar
Emily Wood
Vice President
Adam Jacobs avatar
Adam Jacobs
Vice President
Thomas Grimes avatar
Thomas Grimes
Principal, Vice President
Gordon Thomas avatar
Gordon Thomas
Financial Advisor
Jordan Letendre avatar
Jordan Letendre
Financial Advisor
Joe Benoit avatar
Joe Benoit
Portfolio Manager
David Roberts avatar
David Roberts
Financial Advisor
Karen Kelly avatar
Karen Kelly
Financial Advisor
Molly Grimes avatar
Molly Grimes
Financial Planner
Kevin Morrissey avatar
Kevin Morrissey
Financial Advisor
Michael Maguire avatar
Michael Maguire
Financial Advisor
Jennifer Moran avatar
Jennifer Moran
Financial Advisor
James Barrett V avatar
James Barrett V
Financial Advisor
Neal French avatar
Neal French
Financial Advisor
Nicole Foran avatar
Nicole Foran
Client Services Manager
Michelle Vacca avatar
Michelle Vacca
Senior Client Services Manager
Bridgett Bisceglia avatar
Bridgett Bisceglia
Client Service Manager
Samantha Kallio avatar
Samantha Kallio
Client Service Manager
Todd Herman avatar
Todd Herman
Financial Advisor
Maureen Fields avatar
Maureen Fields
Research Associate
Michael Keefe avatar
Michael Keefe
IT Manager
Janelle Coulman avatar
Janelle Coulman
Financial Advisor
Timothy Rheaume avatar
Timothy Rheaume
Financial Advisor
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