Stephen Dodge
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Stephen Dodge Email & Phone Number

Seasoned Portfolio Manager | Tech Enthusiast | Looking to Leverage Technology in the Evolving Financial Services Landscape at Solarity Credit Union
Location: East Wenatchee, Washington, United States 5 work roles 1 school
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Current company
Role
Seasoned Portfolio Manager | Tech Enthusiast | Looking to Leverage Technology in the Evolving Financial Services Landscape
Location
East Wenatchee, Washington, United States
Company size

Who is Stephen Dodge? Overview

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Quick answer

Stephen Dodge is listed as Seasoned Portfolio Manager | Tech Enthusiast | Looking to Leverage Technology in the Evolving Financial Services Landscape at Solarity Credit Union, a company with 129 employees, based in East Wenatchee, Washington, United States. AeroLeads shows a matched LinkedIn profile for Stephen Dodge.

Stephen Dodge previously worked as Financial Analyst at Solarity Credit Union and Senior Portfolio Manager, Vice President at Bank Of Hawaii. Stephen Dodge holds Bachelor’S Degree, Finance, Chinese from University Of Hawaii - Shidler College Of Business.

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Email format at Solarity Credit Union

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Solarity Credit Union

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Profile bio

About Stephen Dodge

Stephen Dodge is a Seasoned Portfolio Manager | Tech Enthusiast | Looking to Leverage Technology in the Evolving Financial Services Landscape at Solarity Credit Union.

Current workplace

Stephen Dodge's current company

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Solarity Credit Union
Solarity Credit Union
Seasoned Portfolio Manager | Tech Enthusiast | Looking to Leverage Technology in the Evolving Financial Services Landscape
yakima, washington, united states
Website
Employees
129
AeroLeads page
5 roles

Stephen Dodge work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Manager, Vice President

- Manager of investment analyst team- Managed government, corporate, and municipal bond portfolios for individuals and institutions- Co-manager of the three municipal bond mutual funds

Oct 2021 - Oct 2023

Senior Investment Analyst, Assistant Vice President

- 2020 Chairman's Circle Awardee- Streamlined and revamped business business processes to increase speed and accuracy of repetitive tasks- Built client relationships and created investment strategies for new fixed income clients

Jul 2018 - Oct 2021

Investment Analyst

- Managed the trading and administration of trust accounts - Collaborated on a small team to design, implement, and execute investment strategies- Created customized solutions in Excel to report to management and support sales

Jan 2016 - Jul 2018

Trade Support Analyst

Bishop Street Capital Management

-Use Bloomberg and various trading platforms monitor daily trading activity-Miscellaneous trade support

Sep 2015 - Dec 2015
Team & coworkers

Colleagues at Solarity Credit Union

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1 education record

Stephen Dodge education

FAQ

Frequently asked questions about Stephen Dodge

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What company does Stephen Dodge work for?

Stephen Dodge works for Solarity Credit Union.

What is Stephen Dodge's role at Solarity Credit Union?

Stephen Dodge is listed as Seasoned Portfolio Manager | Tech Enthusiast | Looking to Leverage Technology in the Evolving Financial Services Landscape at Solarity Credit Union.

Where is Stephen Dodge based?

Stephen Dodge is based in East Wenatchee, Washington, United States while working with Solarity Credit Union.

What companies has Stephen Dodge worked for?

Stephen Dodge has worked for Solarity Credit Union, Bank Of Hawaii, and Bishop Street Capital Management.

Who are Stephen Dodge's colleagues at Solarity Credit Union?

Stephen Dodge's colleagues at Solarity Credit Union include April Everitt, Michelle Hatton, Corey Collinson, Monica Cisneros, and Gloria Bishop.

How can I contact Stephen Dodge?

You can use AeroLeads to view verified contact signals for Stephen Dodge at Solarity Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Stephen Dodge attend?

Stephen Dodge holds Bachelor’S Degree, Finance, Chinese from University Of Hawaii - Shidler College Of Business.

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