Solomon Dodson, CPM in

Solomon Dodson, CPM

Sharpshooter · DISC type DC
Principal, Digital Transformation at Valenta
📍 Atlanta Metropolitan Area, United States

Solomon Dodson is the Principal of Digital Transformation at Valen, where he helps RIA firms streamline their tech stack using intelligent automation. Drawing on his finance degree from Kennesaw State University, he solves operational inefficiencies for advisors. Colleagues describe him as humble, smart, and hardworking.

During his university years, Solomon was recognized for his leadership and mentorship within student financial organizations. He developed strong analytical abilities that he has carried into his professional career, focusing on enhancing operational efficiency and improving the client experience in the financial advisory space.

Interesting fact: Solomon won first place in a national financial research and presentation competition in 2019.

Read the full overview →
Experience
14 Years
Current Role
Principal, Digital Transformation
Job Level
Mid-senior
Location
Atlanta Metropolitan Area, United States
Personality Overview

How Solomon shows up

ROI Driven
Thorough Evaluator
Rigorous & Demanding

More than the product, they care about the impact of the product. They are not always relationship oriented. They take a lot of pride in personal achievements.

Priorities

Topics Solomon cares about

Intelligent Automation
His core professional focus is helping RIA firms automate manual processes, asserting that the "next employee of the month could be a robot. "
RIA Operations
He frequently writes about solving operational challenges for advisory firms, such as data fragmentation and inefficient onboarding, through better systems rather than more hiring.
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Career

Work history

11-2025
Principal, Digital Transformation
Valenta
7-2023 - 11-2025
Operations Manager
Paces Ferry Wealth Advisors
7-2022 - 7-2023
Client Service Manager
Paces Ferry Wealth Advisors
7-2021 - 7-2022
Client Service Associate
Paces Ferry Wealth Advisors
10-2020 - 7-2021
Accounts Payable Specialist
Coyote Logistics
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2020
Bachelor of Business Administration in Finance
Kennesaw State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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