Cody Jones

Cody Jones is an experienced Account Executive specializing in equipment financing and financial services, currently employed at Maclean Financial Services since March 2023, where strong relationships with over 50 lending institutions have been established. Prior to this role, Cody held positions at Bottomline Technologies, achieving a 10% revenue increase through effective sales strategies, and at InsuredMine, generating $1 million in new business revenue within the first seven months. Earlier experience as a Financial Planner at Strategic Wealth Specialists involved educating clients on investments and developing personalized financial plans. Cody's background also includes a tenure as a Commercial Real Estate Consultant and a role in portfolio management at Nasdaq Solovis. Cody holds a Bachelor's degree in Economics with a focus on Finance and Real Estate from Texas A&M University.