Cody Oakes has a background in accounting and finance, starting as a Sales Associate at The Home Depot before moving on to roles as an Assurance Associate at PwC and a Manager at Concannon, Miller & Co. P.C. Currently serving as an Accounting Manager at The Retirement Plan Company, LLC, Cody's experiences range from assisting customers with home improvement projects to working with hedge fund clients and large public filers. With a Bachelor of Science in Accounting from the State University of New York at Fredonia, Cody brings a strong educational background to the table.
October, 2023 - present