Alexandra Dodds Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
5 free lookup(s).
Alexandra Dodds Location
- California, United States
Alexandra Dodds Work
- 2015 -now Senior Financial Advisor, Vice President @
Alexandra Dodds Education
- UC San Diego
Bachelor of Science
2002-2006 - University of California 2003-2006
Alexandra Dodds Skills
- Family Financial Advisor
- Small Business Strategies
- Goals Based Asset Management
- Customized Wealth Strategies
- Portfolio Management and Retirement Planning
- High Net Worth Portfolio Management
- Microsoft Office
- Financial Modeling
- Valuation
- Training
- Management
- Project Management
- Financial Planning
- Roth IRA
- National Association of Professional Women
- Banking
- Retirement Savings
- Insurance
- Retirement Planning
- Sales
- Relationship Marketing
- Investments
- Mortgage Lending
- Finance
- Series 66
- Financial Services
- Life Insurance
- Building Relationships
- College Savings Plans
- Marketing
- Customer Service
- Long Term Care Insurance
- Credit Management
- Small Business
- 401k Rollovers
- Banking Relationships
- Loans
- Series 7
- Employee Benefits
Alexandra Dodds Summary
- Alexandra Dodds, based in California, United States, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. Alexandra Dodds holds a 2002 - 2006 Bachelor of Science @ UC San Diego. With a robust skill set that includes Family Financial Advisor, Small Business Strategies, Goals Based Asset Management, Customized Wealth Strategies, Portfolio Management and Retirement Planning and more. Alexandra Dodds has 4 emails and 3 mobile phone numbers on RocketReach.
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