Cody Holderbecker

Director of Client Success at Facet

Cody Holderbecker has a diverse work experience in various roles. Cody started their career as a Server at Applebee's in 2013, where they also assisted in recruitment and evaluated team members. From 2014 to 2015, they served as a Server at Log Jam Bar and Eatery and focused on customer satisfaction and restaurant efficiency. In 2015, Cody worked as a Field Engineer at Enterpoint Wireless, installing and troubleshooting security and network systems. Cody then joined Brighthouse Financial in 2017, initially as an Internal Wholesaler and later as an Annuity Specialist, where they drove sales, built relationships with financial advisors, and provided retirement solutions. In 2020, Cody worked as a Financial Advisor and later as a Financial Advisor Trainee at Edward Jones. Currently, they hold the position of Director of Client Success at Facet, a company that offers impartial financial advice and services to improve the lives of millions of Americans.

Cody Holderbecker has a Bachelor of Business Administration degree in Business Administration and Management, General from Baker College. Cody also holds an Associate of Arts degree in General Studies from Bemidji State University. In addition, they have attended the University of North Dakota where they studied Mechanical Engineering with a concentration on Aerospace, although they did not obtain a degree from that institution.

Cody Holderbecker has obtained several certifications, including the Series 66 and Series 7 certifications from FINRA (Financial Industry Regulatory Authority), which they obtained in March 2020 and February 2020 respectively. Cody also holds a Life & Health Insurance License from the National Insurance Producer Registry, obtained in April 2017, as well as the Series 6 and Series 63 certifications from FINRA, obtained in April 2017. Furthermore, they hold a low voltage certification from the State of Minnesota Department of Labor and Industry Construction Codes and Licensing Division, which they obtained in July 2015.

Links

Previous companies

Edward Jones logo
Brighthouse Financial logo

Timeline

  • Director of Client Success

    October, 2021 - present

  • Senior Client Success Manager

    September, 2020