Codi Lockhart
Senior Portfolio Analyst at Trinity Capital
Based in Phoenix, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
136
Contact information
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c•••••••@trinitycap.com
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Background
About Codi Lockhart
Overseeing Product Control at Northern Trust, my role involves meticulous management of valuations for a broad range of financial instruments, ensuring our clients' portfolios reflect true market value. With a strong foundation in economics and an MBA specializing in finance, my approach integrates strategic insights with rigorous attention to detail. Our team's commitment to quality month-end reporting and daily valuation accuracy is a testament to our dedication to our client. I’ve contributed to enhancing processes and controls, ensuring robust profit and loss reporting and price verification. My goal is to continuously elevate our service standards, driving value for our clients and fostering trust through transparency and precision.
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