Dale A. Walter
Market Director-LaCrosse WI ORGEL WEALTH MANAGEMENT, LLC
- Role
- Market Director at ORGEL WEALTH MANAGEMENT, LLC
- Location
- La Crosse, WI, US
- LinkedIn followers
- 500 followers
Experience
Market Director
Mar 2021 — Present · La Crosse, WI, US
Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management, financial planning, and retirement consulting
Education
Graduate School of Banking at Colorado
Graduate, Banking
Southwest Minnesota State University
BS, Agribusiness-Finance
1981 — 1985
Skills
- Sba
- Portfolio Management
- Loans
- Cash Management
- Credit Analysis
- Treasury Management
- Credit
- Financial Analysis
- Commercial Lending
- Small Business
- Cash Flow Lending
- Banking
- Risk Management
- Commercial Banking
- Mortgage Lending
- Strategic Planning
- Underwriting
- Consumer Lending
- Lines of Credit
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