William Dodds

Assistant Vice President, Client Advisor at Whittier Trust

William Dodds, CTFA, currently serves as Assistant Vice President and Client Advisor at Whittier Trust Company, a position held since June 2020, where responsibilities include client-facing communications and the administration of Trust estates and investment portfolios. Prior experience at Whittier Trust includes roles as Officer, Client Advisor, Client Advisory Associate, and Client Advisory Intern, focusing on both investment and client advisory activities, as well as research on renewable energy securities. Additionally, William worked as a landscaper at Overlake Golf & Country Club in 2018. William earned a Bachelor's degree in Business Administration and Management, Finance, from Gonzaga University in 2021, graduating Magna Cum Laude.

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices