Solomon Dodson, CPM in

Solomon Dodson, CPM

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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.

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

How Solomon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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