Cody McKinney

Marketing Manager, Financial Services

Cody McKinney is a global financial services marketing manager with Salesforce, focusing on wealth and asset management. He has worked in the wealth and asset management space for his entire career and in multiple capacities, including at New York Life Investments, Stifel, and Morgan Stanley, before joining Salesforce.

Black couple looking at each other over a laptop: automated onboarding

Financial Services

Turn Onboarding Into a Data-Collecting Adventure Through Automation

Cody McKinney

May 18, 2022

Eliminate errors, bring more joy to clients from the start, and attract more financial advisors to your practice.

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