Mike Dodge Email & Phone Number
Wealth Manager @ Annex Wealth Management
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Mike Dodge Location
- Naples, FL, US
Mike Dodge Work
- 2025 -now Wealth Manager @
- 2023 -2025 Vice President, Investment Executive @
- 2023 -2023 Financial Consultant @
- 2022 -2023 Investment Consultant @
- 2019 -2022 Financial Advisor @
- 2012 -2020 First Lieutenant @
- 2015 -2019 IRA Fiduciary Advisor @
- 2013 -2015 Asset Servicing @
- 2007 -2010 Junior Varsity Basketball and Football Coach @
Mike Dodge Education
- Bryant University 2018-2019
- Strayer University 2013-2016
- University of Pittsburgh 2009-2010
- RPI Lally School of Management 1999-2003
Mike Dodge Skills
- Leadership
- P&L
- Nashville
- PowerPoint
- Distribution
- Obtain
- Cash Flow
- Pennsylvania
- Football Coaching
- Monthly Closing
- Atmosphere
- Payments
- Global Finance
- Retail
- Truck Driving
- Virginia
- Beverage
- Portfolio Management
- New York
- Managerial Finance
- Forecasting
- Business Development
- Business Analysis
- Investments
- Dodge
- Schedules
- Tau
- Supply Chain Management
- Finance
- Process Improvement
- Oracle
- Driving
- Balance Sheet
- Inventory
- Beer
- S&P
- Microsoft Office
- Deliveries
- Microsoft Word
- Real Estate
- Microsoft Excel
- Transportation
- Risk Management
- Cash
- Training
- Time Management
- Customer Service
- Financial Analysis
- Wholesale
- Invoicing
- Bars
- Management
- Financial Statements
- Trading
- Basketball
- Accounts Receivable
- Young People
- Analysis
- Computer Proficiency
- Concrete
- Responsibility
- Forklift Operation
- Series 7
- Series 66
- Life and Health Insurance Licenses
Mike Dodge Summary
- Mike Dodge, based in Naples, FL, US, is currently a Wealth Manager at Annex Wealth Management. Mike Dodge brings experience from previous roles at Fifth Third Securities, Fidelity Investments and Wienken Wealth Management. Mike Dodge holds a 2018 - 2019 Bryant University. With a robust skill set that includes Leadership, P&L, Nashville, PowerPoint, Distribution and more. Mike Dodge has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Annex Wealth Management Employees
Naomi Ackley
Chief Compliance Officer
Waukesha, WI, US
Aleksandar Sesum
Director of Information Technology
Milwaukee, WI, US
Jackie Sklenar
Director of Client Engagement
Pewaukee, WI, US
Ann Weaver
Controller
Milwaukee, WI, US
Matthew Morzy
Director of Research
Milwaukee, WI, US
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