Kyle Dodson Email & Phone Number
Wealth Advisor @ The Advisory Group of San Francisco, LLC
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Kyle Dodson Location
- Dayton, OH, US
Kyle Dodson Work
- Wealth Advisor @ (January 2026 - Present)
- Associate Wealth Advisor @ (July 2024 - January 2026)
- Account Executive @ (April 2024 - July 2024)
- Financial Advisor @ (August 2023 - April 2024)
- Wealth Advisor @ (August 2023 - April 2024)
- Financial Planning Associate @ (April 2021 - August 2023)
- Financial Advisor @ (May 2020 - April 2021)
- Financial Planning Advisor Intern @ (August 2018 - May 2020)
- Wealth Management Intern @ (June 2017 - August 2017)
- Intern @ (May 2016 - August 2016)
Kyle Dodson Education
- Miami University
Bachelor's degree (Finance, General)
2017-2020 - Trine University
(Finance)
2015-2017
Kyle Dodson Skills
- Microsoft Office
- Customer Service
- Microsoft Excel
- Leadership
- Microsoft Word
- Research
- Microsoft PowerPoint
- Sales
- Problem Solving
Kyle Dodson Summary
- Kyle Dodson, based in Dayton, OH, US, is currently a Wealth Advisor at The Advisory Group of San Francisco, LLC. Kyle Dodson brings experience from previous roles at The Advisory Group of San Francisco, LLC, The Connor Group, Commas and Truepoint Wealth Counsel. Kyle Dodson holds a 2017 - 2020 Bachelor's degree in Finance, General @ Miami University. With a robust skill set that includes Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word and more. Kyle Dodson has 2 emails and 1 mobile phone numbers on RocketReach.
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