Mike Dodge Email & Phone Number
Wealth Manager @ Annex Wealth Management
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Mike Dodge Location
- Naples, FL, US
Mike Dodge Work
- Wealth Manager @ (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 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
Brian Melter
Senior Director, Head of Client Experience
Milwaukee, WI, US
Tom Parks
Director of Retirement Plan Services
Milwaukee, WI, US
Dave Spano
Chief Executive Officer
Elm Grove, WI, US
Mark Beck
Chief Growth Officer
Brookfield, WI, US
Deanne Phillips
Managing Director of Client and Community Engagement
Milwaukee, WI, US
Andrew Eichel
Wealth Manager
Milwaukee, WI, US
Fred Coleman
Regional Director
Milwaukee, WI, US
Gregory Vidmar
Wealth Manager
Milwaukee, WI, US
Jackie Sklenar
Director of Client Engagement
Pewaukee, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Austin Grandinetti
Wealth Manager
Milwaukee, WI, US
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