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, United States 7 work roles 1 school
1 work email found @whittiertrust.com LinkedIn matched
✓ Verified May 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, 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 company with 287 employees, based in Greater Seattle Area, United States, 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

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*@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
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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 →

AS Ashley Smith Ashley Smith Colleague at Whittier Trust Company Reno, Nevada, United States, United States View → LK Linn K. Linn K. Colleague at Whittier Trust Company United States, United States View → NW Nikki White Nikki White Colleague at Whittier Trust Company Reno, Nevada, United States, United States View → ML Melissa Lucas Melissa Lucas Colleague at Whittier Trust Company Reno, Nevada, United States, United States View → SK Sean Kraus Sean Kraus Colleague at Whittier Trust Company South Pasadena, California, United States, United States View → MC Mary Clare Dahl Mary Clare Dahl Colleague at Whittier Trust Company Newport Beach, California, United States, United States View → BJ Brenda James Brenda James Colleague at Whittier Trust Company Sparks, Nevada, United States, United States View → CM Carmen Moreno Carmen Moreno Colleague at Whittier Trust Company Azusa, California, United States, United States View → SR Skyler Rowley Skyler Rowley Colleague at Whittier Trust Company Los Angeles Metropolitan Area, United States View → HB Heidi Bitterman Heidi Bitterman Colleague at Whittier Trust Company Seattle, Washington, United States, United 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, 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 Ashley Smith, Linn K., Nikki White, Melissa Lucas, and Sean Kraus.

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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