- Win Cody is Head of Wealth Management & Retirement Practice at iGATE
– iGATE is a $1 Billion technology and business service firm based with over 28,000 employees worldwide
– Clients include UBS, LPL, Prudential, John Hancock, DST, Lincoln Financial
– Executed many process reviews for wealth management firms identifying significant process improvements, technology savings and potential off-shore opportunities.
– Led automation activities for clients like LPL and DST providing significant operation improvements
- Founder of Cody Partners, a consulting group focused on Financial Service companies. Did projects for John Hancock, Barclays and many others.
– Did trading study to allow ETF’s to be traded in 401(k) plans
– Implemented program to automate trading processes for John Hancock 401(k) to reduce expenses and improve user experience through automation
- Founder and former CEO of ExpertPlan, a leading 401(k) service firm
– Private labels with Legg Mason, US Bank, Putnam, Alliance Bernstein, Guardian, John Hancock and many others
– Created a streamlined / low cost operation based on previous experience
– Raised over $16 Million in capital
– Firm was sold to Ascensus, part J.C Flower Company’s portfolio
- Former CIO of Copeland (CitiStreet), the retirement planning subsidiary of CitiGroup / Travelers (now part of ING)
– Transitioned firm from TSA processor to major full service record keeper using Travelers Annuity products and mutual funds
– Created products and solutions for Smith Barney
- 6 Years at Travelers Insurance mainly in Life & Annuity
- Former Mayor of Cranbury, NJ
- BS from MIT, MBA from UConn