Jeff Dodson Email & Phone Number
Investment Strategist @ CORDA Investment Management
5 free lookup(s).
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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Others Named Jeff Dodson
Jeff Dodson
Executive Managing Director
Mansfield, TX, US
Jeff Dodson
Investment Strategist
Flower Mound, TX, US
Top CORDA Investment Management Employees
Tim Wolfcale
Director of Financial Advisor Services
Austin, TX, US
Bonner Barnes
President, Chief Investment Officer
Houston, TX, US
Jeff Dodson
Investment Strategist
Flower Mound, TX, US
Nancy Genitempo
Talent Program Manager
Houston, TX, US
Shane Bulgerin
Senior Financial Advisor
Spring Branch, TX, US
Jamie Carmack
Senior Financial Advisor
Tyler, TX, US
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