TRANSACTION ADVISOR & FINANCIAL ANALYST
Cody is a financial analyst and transaction advisor at Affinity Ventures. Cody provides financial recasts and analysis for companies at varying levels of engagement. Previously, Cody was a financial analyst for the UNM Regents’ $3.9 million-dollar student-run portfolio. That experience has given him two years of hands on insight into crucial KPIs, metrics, and valuation techniques which are vital in analyzing a company’s market value. Before his financial endeavors, Cody started out managing multi-million-dollar service contracts for the DoD.
UNM Students Regents’ Fund – Financial Analyst
Chenega Corporation – Service Contract Manager
Education / Qualifications
B.B.A, University of New Mexico, Financial Management
Chartered Financial Analyst (CFA) Level 1 Candidate