Charlotte Dodds
Student Money Management Coach @ Baylor University
About
Originally from San Diego, I’m a Baylor student passionate about relationship-driven sales and building meaningful connections in the business world. I thrive in fast-paced, client-facing environments where effective communication, adaptability, and trust are essential. With a background in Finance and Professional Selling, I bring curiosity, reliability, and drive to every opportunity. Always eager to learn, grow, and create value—one conversation at a time.
United States
San Diego
Financial Services
Personal Financial Planning, Personal Finance, Interpersonal Skills, Budgeting, Private Wealth Management, Wealth Management Services, Portfolio Management, Salesforce.com, Customer Relationship Management (CRM), Cold Calling, Sales, Teamwork, Venture Capital, Business Analysis, Virtual Collaboration, Communication, Food Preparation, Cashiering, Customer Service
Experience
Student Money Management Coach
Baylor University
Waco, Texas
Coaching Baylor University students to achieve financial wellness through personalized one-on-one consultations, interactive workshops, and engaging tabling events. Specializing in budgeting strategies, debt management, financial aid optimization, and guiding students to effectively utilize campus resources.
Wealth Management Intern
CFG Wealth Management
San Diego, California, United States
Developed a strong client pipeline through cold calling while collaborating with the CEO on daily office operations and client concerns. Gained hands-on experience from industry experts with over 50 years of experience managing $600,000,000 in assets. Additionally, coordinated meetings, addressed client inquiries, and organized webinars and events. - Successfully brought in $1,000,000 in assets under management through outbound calls.
Food Server
Everbowl Rancho Bernardo
Rancho Bernardo
Provided customer service, prepared food, maintained a clean store appearance, and handled change.
Junior Venture Capitalist
Women Founders Network
Los Angeles, California, United States
Participated in a series of Zoom meetings, collaborating with young women across the U.S. to enhance our financial literacy and deepen our understanding of venture capital. Leveraging these skills, we collectively evaluated and voted on a startup to receive a $50,000 investment through the Women's Founders Network.
Education
Baylor University
Finance and Professional Selling
Rancho Bernardo High School
Charlotte Dodds's Contact Information
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