Dale Kalman
- Role
- VP Acquisition Delivery Interim Regional Branch Executive, Cross Functional Sales Leadership at Charles Schwab
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Dale Kalman
Senior Sales Executive | VP Sales & Marketing CONTACT ME AT : d••••••••@gmail.com…
Experience
VP Acquisition Delivery Interim Regional Branch Executive, Cross Functional Sales Leadership
Jan 2010 — Present
Responsible for 5 distinct specialty sales organizations for the Retail enterprise at Charles Schwab.
Education
Eureka College
Accounting and Economics
1993 — 1995
Illinois State University
Bachelor's Degree, Finance
1995 — 1997
Skills
- Sales Management
- Series 9 & 10
- New Business Development
- Executive Presentation Skills
- Uniform Combined State Law
- Business Planning
- Wealth Management
- Business Development
- Sales Process
- Mutual Funds
- 401k
- Series 7
- Cross-Functional Team Leadership
- Alternative Investments
- Series 24
- Retirement Planning
- Strategic Partnerships
- Strategic Consulting
- Options
- Relationship Management
- Financial Services
- Strategic Sales Management
- Strategic Planning
- Securities
- Asset Allocation
- Investment Advisory
- Series 63
- Financial Planning
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