Jeff Dodson Email & Phone Number
Investment Strategist @ CORDA Investment Management
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Jeff Dodson Location
- Flower Mound, TX, US
Jeff Dodson Work
- 2013 -now Investment Strategist @
- 2004 -2013 Vice President @
- 1996 -2003 Sales Director @
Jeff Dodson Education
- University of North Texas
BBA (Marketing)
1989-1992
Jeff Dodson Skills
- Mutual Funds
- Wealth Management
- Separately Managed Accounts
- Retirement Planning
- Securities
- Investments
- Series 65
- Asset Allocation
- Investment Advisory
- Equities
- Portfolio Management
- ETFs
- Relationship Management
- Strategic Financial Planning
- Asset Managment
- Investment Strategies
- Asset Management
- Financial Planning
- Investment Management
Jeff Dodson Summary
- Jeff Dodson, based in Flower Mound, TX, US, is currently a Investment Strategist at CORDA Investment Management. Jeff Dodson brings experience from previous roles at Churchill Management Group and TD Ameritrade. Jeff Dodson holds a 1989 - 1992 BBA in Marketing @ University of North Texas. With a robust skill set that includes Mutual Funds, Wealth Management, Separately Managed Accounts, Retirement Planning, Securities and more. Jeff Dodson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top CORDA Investment Management Employees
Elizabeth Nierzwicki
Senior Financial Advisor
Denver, CO, US
Keith Roberts
Compliance Officer
Houston, TX, US
Kristen O'Brien
Senior Financial Consultant
Conifer, CO, US
John Schloegel
Portfolio Manager
Houston, TX, US
Rami Odeh
Senior Financial Advisor and Head of Tax Services
Austin, TX, US
Kevin Hopkins
CORDA
Houston, TX, US
Alexandra Neault
Financial Advisor
Austin, TX, US
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