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 4 mobile phone numbers on RocketReach.
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