Cody Moore
Data Governance Analyst at Perimeter Institute
Based in Guelph, Canada
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Seniority
Staff
Department
Information Technology
Location
Guelph
Industry
Research Services
Company size
271
Contact information
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c•••••••@perimeterinstitute.ca
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Background
About Cody Moore
At Morris & Morris PWM, IG Wealth Management, I specialize in conducting thorough client portfolio analyses, optimizing investments to meet diverse financial goals. I leverage my education in theoretical physics and passion for mathematics to strengthen our practice by creating specialized Excel models that aid in various calculations. Skilled in leading data-driven discussions on complex financial topics, I ensure clarity in financial planning and tax strategies. I actively contribute to business planning by setting future objectives and success metrics. With a focus on high-net-worth client communications, I prioritize personalized service to build satisfaction and trust. Since December 2021, I've been an Associate Financial Consultant, driven by a passion for delivering impactful financial solutions and fostering business growth.
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