Charles Dodd Email & Phone Number
VP, Investment Officer @ Monticello Wealth Management
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Charles Dodd Location
- Austin, TX, US
Charles Dodd Work
- VP, Investment Officer @ (June 2025 - Present)
- Portfolio Analyst @ The Miura Group (June 2022 - June 2025)
- Asset Management Analyst @ (November 2021 - June 2022)
- Pricing Analyst @ (May 2021 - November 2021)
- MBA Student @ (July 2020 - November 2021)
- Fund service representative @ (June 2020 - May 2021)
- Equipment Manager @ (March 2018 - June 2020)
- Student @ (August 2016 - June 2020)
- Financial Representative @ (January 2019 - June 2019)
- Associate @ (September 2016 - April 2017)
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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