CERTIFIED FINANCIAL PLANNER @ (February 2019 - June 2021)
Investment Associate CFP® @ (October 2012 - February 2019)
Senior Vice President - Investments CFP® @ (July 2006 - October 2012)
Senior Vice President - Investments, CFP® @ (December 1993 - July 2006)
Bonnie Dodson Skills
Investments
Portfolio Management
Financial Modeling
Valuation
Private Equity
Disposition
Financial Services
Alternative Investments
Asset Allocation
Bonnie Dodson Summary
Bonnie Dodson, based in West Palm Beach, FL, US, is currently a Certified Financial Planner at ALKEMI CAPITAL. Bonnie Dodson brings experience from previous roles at Raymond James, UBS, Wells Fargo Advisors and Morgan Stanley. With a robust skill set that includes Investments, Portfolio Management, Financial Modeling, Valuation, Private Equity and more. Bonnie Dodson has 6 emails and 2 mobile phone numbers on RocketReach.
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