Charles Dodd Email & Phone Number

VP, Investment Officer @ Monticello Wealth Management

5 free lookup(s).

Charles Dodd Location

Austin, TX, US

Charles Dodd Work

2025 - now VP, Investment Officer @ Monticello Wealth Management
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2022 - 2025 Portfolio Analyst @ The Miura Group
2021 - 2022 Asset Management Analyst @ Expansive Ventures
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2021 - 2021 Pricing Analyst @ Whole Foods Market
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2020 - 2021 MBA Student @ Robert Morris University
2020 - 2021 Fund service representative @ Radian
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2018 - 2020 Equipment Manager @ Robert Morris University
2016 - 2020 Student @ Robert Morris University
2019 - 2019 Financial Representative @ Northwestern Mutual
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2016 - 2017 Associate @ DICK'S Sporting Goods

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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 on RocketReach.

Charles Dodd Emails

Found 1 emails

@gmail.com

Charles Dodd Phone Numbers

Found 1 phone numbers

+1 512-461-XXXX

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Erica K

SVP, Family Wealth and Alternatives Strategist at Monticello Wealth Management

United States
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VP, Investment Officer at Monticello Wealth Management

Austin, TX, US
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