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Kyle Dodson Location
Dayton, OH, US
Kyle Dodson Work
2026 -now Wealth Advisor @
2024 -2026 Associate Wealth Advisor @
2024 -2024 Account Executive @
2023 -2024 Financial Advisor @
2023 -2024 Wealth Advisor @
2021 -2023 Financial Planning Associate @
2020 -2021 Financial Advisor @
2018 -2020 Financial Planning Advisor Intern @
2017 -2017 Wealth Management Intern @
2016 -2016 Intern @
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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