Mike Dodge Email & Phone Number
Wealth Manager
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Mike Dodge Location
- Naples, FL, US
Mike Dodge Work
- Wealth Manager @ Annex Wealth Management (July 2025 - Present)
- Vice President, Investment Executive @ (November 2023 - July 2025)
- Financial Consultant @ (June 2023 - December 2023)
- Investment Consultant @ (January 2022 - May 2023)
- Financial Advisor @ (January 2019 - January 2022)
- First Lieutenant @ (September 2012 - September 2020)
- IRA Fiduciary Advisor @ (October 2015 - January 2019)
- Asset Servicing @ (January 2013 - October 2015)
- Junior Varsity Basketball and Football Coach @ (October 2007 - February 2010)
Mike Dodge Education
- Bryant University
Certificate (Finance)
2018-2019 - Strayer University
Master of Business Administration (MBA) (International Business)
2013-2016 - University of Pittsburgh
Bachelors (Financial Business Management)
2009-2010 - RPI Lally School of Management
Management
1999-2003
Mike Dodge Skills
- Analysis
- Business Analysis
- Business Development
- Customer Service
- Financial Analysis
- Investments
- Leadership
- Life & Health Insurance Licenses
- Microsoft Office
- Process Improvement
- Time Management
- Training
- series 66
- series 7
- 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
- Dodge
- Schedules
- Tau
- Supply Chain Management
- Finance
- Oracle
- Driving
- Balance Sheet
- Inventory
- Beer
- S&P
- Deliveries
- Microsoft Word
- Real Estate
- Microsoft Excel
- Transportation
- Risk Management
- Cash
- Wholesale
- Invoicing
- Bars
- Management
- Financial Statements
- Trading
- Basketball
- Accounts Receivable
- Young People
- Computer Proficiency
- Concrete
- Responsibility
- Forklift Operation
- 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 Certificate in Finance @ Bryant University. With a robust skill set that includes Analysis, Business Analysis, Business Development, Customer Service, Financial Analysis and more. Mike Dodge has 1 emails and 1 mobile phone numbers on RocketReach.
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