A veteran of the investment industry, Wealthtech & Fintech, Dale's multi decade Sr. go-to-market experience in providing unique insights in Leadership, Sales Management, Solution Selling, Product Management, Strategic Planning, Business Transformation and Business Alliances has helped multiple ...more

A veteran of the investment industry, Wealthtech & Fintech, Dale's multi decade Sr. go-to-market experience in providing unique insights in Leadership, Sales Management, Solution Selling, Product Management, Strategic Planning, Business Transformation and Business Alliances has helped multiple organizations reach new milestones. Known as a pragmatic, strategic thinker and problem solver, Dale thrives in an entrepreneurial spirited atmosphere that is fast-paced and ready for scale. Leveraging his deep and broad knowledge of the financial services industry, Dale is a problem solver that provides consultative solutions and builds strategic partnerships with C-Suite executives, trustees, and decision-makers. Dale is a confident and credible public speaker in front of both small and large audiences that can smoothly articulate his insights while sharing his expertise on investment topics and products. He is a natural marketer that consistently understands how Dale is a natural at marketing and growing a brand. He has no fear opening new doors at any level in order to achieve new goals for the organzations he works with.less