William Dodds, Ctfa
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William Dodds, Ctfa Email & Phone Number

Vice President, Client Advisor at Whittier Trust Company
Location: Greater Seattle Area, United States 7 work roles 1 school
1 work email found @whittiertrust.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@whittiertrust.com
LinkedIn Profile matched
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Current company
Whittier Trust Company
Role
Vice President, Client Advisor
Location
Greater Seattle Area, United States
Company size
287 employees

Who is William Dodds, Ctfa? Overview

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Quick answer

William Dodds, Ctfa is listed as Vice President, Client Advisor at Whittier Trust Company, a with 287 employees, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at whittiertrust.com and a matched LinkedIn profile for William Dodds, Ctfa.

William Dodds, Ctfa previously worked as Assistant Vice President, Client Advisor at Whittier Trust Company and Officer, Client Advisor at Whittier Trust Company. William Dodds, Ctfa holds Bachelor'S Degree, Magna Cum Laude, Business Administration And Management, Finance from Gonzaga University.

Company email context

Email format at Whittier Trust Company

This section adds company-level context without repeating William Dodds, Ctfa's masked contact details.

*@whittiertrust.com
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AeroLeads found 1 current-domain work email signal for William Dodds, Ctfa. Compare company email patterns before reaching out.

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Profile bio

About William Dodds, Ctfa

Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle and Portland. It is an independent wealth management company serving high net worth families, individuals and foundations across the United States. We offer a wide array of capabilities to address the full spectrum of wealth management needs. Our services include: Investment management and consulting, fiduciary family office, philanthropic, and direct investments in energy and real estate.

Listed skills include Leadership, Microsoft Office, Quick Grasping, Communication, and 4 others.

Current workplace

William Dodds, Ctfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Whittier Trust Company
Whittier Trust Company
Vice President, Client Advisor
Kirkland, WA, US
Website
whittiertrust.com
Employees
287
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Company profile
View company profile Email format
7 roles

William Dodds, Ctfa work experience

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

Client Advisory Intern

Whittier Trust Company

Seattle, Washington, United States

Worked in a client advisory role assisting senior client advisors in client facing communications, and worked in an client administration role to diagram Trust estates and investment portfolios.

Jun 2020 - May 2021

Client Advisory Intern

Whittier Trust Company

Greater Seattle Area

Worked in a hybrid role, gaining exposure to both investment and client advisory activities. Assisted in research projects focusing on renewable energy securities, as well as structuring estate plans for clients through Microsoft Visio.

Jun 2019 - Sep 2019
Team & coworkers

Colleagues at Whittier Trust Company

Other employees you can reach at whittiertrust.com. View company contacts for 287 employees →

CA Chuck Adams Chuck Adams Colleague at Whittier Trust CompanySouth Pasadena, California, United States View → CG Charles Greene Charles Greene Colleague at Whittier Trust CompanySouth Pasadena, California, United States View → AC Ariel Cabana Ariel Cabana Colleague at Whittier Trust CompanyPasadena, California, United States View → SE Socorro E Martinez Socorro E Martinez Colleague at Whittier Trust CompanySouth Pasadena, California, United States View → WG Will Grannis Will Grannis Colleague at Whittier Trust CompanyNotre Dame, Indiana, United States View → AC Amy Carson Amy Carson Colleague at Whittier Trust CompanyNewport Beach, California, United States View → HB Heidi Bitterman Heidi Bitterman Colleague at Whittier Trust CompanySeattle, Washington, United States View → DR Dana Rea Dana Rea Colleague at Whittier Trust CompanyLos Angeles Metropolitan Area, United States View → PZ Peter Zarifes Peter Zarifes Colleague at Whittier Trust CompanySan Marino, California, United States View → LK Linn K. Linn K. Colleague at Whittier Trust CompanyUnited States View →
1 education record

William Dodds, Ctfa education

FAQ

Frequently asked questions about William Dodds, Ctfa

Quick answers generated from the profile data available on this page.

What company does William Dodds, Ctfa work for?

William Dodds, Ctfa works for Whittier Trust Company.

What is William Dodds, Ctfa's role at Whittier Trust Company?

William Dodds, Ctfa is listed as Vice President, Client Advisor at Whittier Trust Company.

What is William Dodds, Ctfa's email address?

AeroLeads has found 1 work email signal at @whittiertrust.com for William Dodds, Ctfa at Whittier Trust Company.

Where is William Dodds, Ctfa based?

William Dodds, Ctfa is based in Greater Seattle Area, United States while working with Whittier Trust Company.

What companies has William Dodds, Ctfa worked for?

William Dodds, Ctfa has worked for Whittier Trust Company and Overlake Golf & Country Club.

Who are William Dodds, Ctfa's colleagues at Whittier Trust Company?

William Dodds, Ctfa's colleagues at Whittier Trust Company include Chuck Adams, Charles Greene, Ariel Cabana, Socorro E Martinez, and Will Grannis.

How can I contact William Dodds, Ctfa?

You can use AeroLeads to view verified contact signals for William Dodds, Ctfa at Whittier Trust Company, including work email, phone, and LinkedIn data when available.

What schools did William Dodds, Ctfa attend?

William Dodds, Ctfa holds Bachelor'S Degree, Magna Cum Laude, Business Administration And Management, Finance from Gonzaga University.

What skills is William Dodds, Ctfa known for?

William Dodds, Ctfa is listed with skills including Leadership, Microsoft Office, Quick Grasping, Communication, Adaptation, Landscaping, Group Work, and Presentations.

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