Senior Client Associate
Thomas Dodder is a Senior Registered Client Service Associate at UBS Financial Services. His primary role on the team is to assist in gathering and preparing the information required to advise clients on an ongoing basis. His responsibilities include working directly with clients to enhance the level of service and communication we provide, ensure asset allocations are in-line with client's goals, objectives and risk tolerances; as well, enable the team to run as smooth as possible.
Thomas is a Colorado Native, growing up in Colorado Springs. He started his own construction company as a sophomore while attending University of Colorado. He graduated in 2009 with a bachelor in finance; minor in business management. Upon graduation he completed several large projects he was working on. His work has been showcased in popular architectural magazines such as; Architectural Digest. He began working for Charles Schwab in 2011. His work encompassed trading strategist/specialist, asset allocation reviews, financial planning guidance, including both preparation and presentation. Thomas excels at working with clients, deepening relationships and collaborating with the advisors he works with to provide the best experience possible.
Thomas lives in downtown Denver and loves the outdoors. He spends most of his time in the mountains, traveling abroad or with friends. If he is not doing one of these three things, you will find him studying to continually increase his knowledge base in the ever-changing world of the financial markets.
Senior Client Associate
Thomas Dodder is a Senior Registered Client Service Associate at UBS Financial Services. His primary role on the team is to assist in gathering and preparing the information required to advise clients on an ongoing basis. His responsibilities include working directly with clients to enhance the level of service and communication we provide, ensure asset allocations are in-line with client's goals, objectives and risk tolerances; as well, enable the team to run as smooth as possible.
Thomas is a Colorado Native, growing up in Colorado Springs. He started his own construction company as a sophomore while attending University of Colorado. He graduated in 2009 with a bachelor in finance; minor in business management. Upon graduation he completed several large projects he was working on. His work has been showcased in popular architectural magazines such as; Architectural Digest. He began working for Charles Schwab in 2011. His work encompassed trading strategist/specialist, asset allocation reviews, financial planning guidance, including both preparation and presentation. Thomas excels at working with clients, deepening relationships and collaborating with the advisors he works with to provide the best experience possible.
Thomas lives in downtown Denver and loves the outdoors. He spends most of his time in the mountains, traveling abroad or with friends. If he is not doing one of these three things, you will find him studying to continually increase his knowledge base in the ever-changing world of the financial markets.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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