Cody Page is the Chief Operating Officer at Peterson Sullivan and is passionate about solving complex business problems. Cody is responsible for overseeing the business operations of the firm across all departments and practice areas. He works closely with the administrative directors and managers responsible for the areas of human resources, IT, resource management, accounting, facilities, and office services. Throughout his career and currently, his focus areas include:

Multi-discipline team leadership — Oversight of firm administration staff, team leads, consultants/contractors, outsourced service providers
High-level business vendor relationship — Point person for all legal, real estate, compliance, and insurance related activities
Technology — Development and execution of a comprehensive technology team, plan, budget, and roadmap
CEO/Managing Partner leverage — Delegate of high-level activities for running the business
Accountability for firm strategic objectives — Driver of business initiatives focused on profitability, productivity, and accountability
Compliance management — Administrative oversight to ensure the firm’s compliance with all required regulatory authorities
Outsourcing — Planning, execution, and management of outsourced business units and systems with third-party service providers
Lean/Six Sigma process delivery — Focus on re-writing business rules to minimize process waste and have the right work done at the right level

Education

  • Bachelor of Business Administration, Management Information Systems, Western Washington University
Our Firm
Peterson Sullivan is a Seattle-based CPA and advisory firm known for the expertise we bring to publicly traded and closely held middle-market companies, nonprofit organizations, and high-net-worth individuals throughout the Pacific Northwest and around the world.
PS Wealth Advisors, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.