Christopher Vincent Dodds

Current Employers

Employment History

• 11/2008 → 06/2018
  The Carlyle Group
  New York, NY
• 11/2007 → Present
  Charles Schwab Bank
  San Francisco, CA
• 11/2014 → Present
  Baron Capital Group, Inc.
  New York, NY
• 10/2014 → Present
  The Charles Schwab Corporation
  San Francisco, CA
• 10/2011 → 12/2016
  Avalon Advisors, Llc
  Houston, TX
• 07/2020 → Present
  Crown Oak Advisors, Llc
  Piedmont, CA
• 09/2018 → 12/2020
  Coinbase Global, Inc.
  San Francisco, CA
• 09/2018 → Present
  The Cynosure Group
  Salt Lake City, UT
• 02/2015 → 12/2016
  Conifer Financial Services, Inc.
  San Francisco, CA

Other Businesses

MR. DODDS SERVES ON THE BOARDS OF DIRECTORS FOR A VARIETY OF COMPANIES, INCLUDING THE CHARLES SCHWAB CORPORATION, AND CHARLES SCHWAB BANK. MR. DODDS ALSO IS A CONSULTANT/ADVISOR TO BARON CAPITAL GROUP AND THE CYNOSURE GROUP. The Charles Schwab Corporation (includes service with The Charles Schwab Bank); start date 10/23/2014; duties include: director, member of the Board of Directors, oversee affairs of the company; non-investment related; 15 hrs/month (all during market hours); San Francisco, CA. Baron Capital Group; start date 11/01/2014; nature of the other business: asset management; duties include: Advising the founder on business strategy, communications, and organization structure; investment related; 8 hrs/mo (all during market hours); New York, NY. The Cynosure Group; start date 09/01/2018; nature of the business: Private Equity; duties include: being a Senior Advisor, advising the firm's executives on firm strategy, organization structure, and communications and selectively advise on the business quality of private equity investment opportunities; investment related; 16 hrs/mo (all during market hours); Salt Lake City, UT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-07
• S63 Uniform Securities Agent State Law Examination
  1987-06-03