Charles Dodd Email & Phone Number
VP, Investment Officer @ Monticello Wealth Management
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Charles Dodd Location
- Austin, TX, US
Charles Dodd Work
- 2025 -now VP, Investment Officer @
- 2022 -2025 Portfolio Analyst @ The Miura Group
- 2021 -2022 Asset Management Analyst @
- 2021 -2021 Pricing Analyst @
- 2020 -2021 MBA Student @
- 2020 -2021 Fund service representative @
- 2018 -2020 Equipment Manager @
- 2016 -2020 Student @
- 2019 -2019 Financial Representative @
- 2016 -2017 Associate @
Charles Dodd Education
- Robert Morris University
Master of Business Administration - MBA (Accounting and Finance)
2020-2021 - Robert Morris University
Bachelor's degree (Finance and financial planning)
2016-2020
Charles Dodd Summary
- Charles Dodd, based in Austin, TX, US, is currently a VP, Investment Officer at 1900 Wealth. Charles Dodd brings experience from previous roles at The Miura Group, EXPANSIVE, Whole Foods Market and Robert Morris University. Charles Dodd holds a 2020 - 2021 Master of Business Administration - MBA in Accounting and Finance @ Robert Morris University. Charles Dodd has 1 emails and 1 mobile phone numbers on RocketReach.
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