Dale Niemi
Innovative and Creative Wealth Management Leader
- Role
- SVP Wealth Management at Technology Credit Union (Tech CU)
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dale Niemi
An innovative and influential corporate development executive—Strong aptitudes for…
Experience
SVP Wealth Management
Technology Credit Union (Tech CU)
Jul 2025 — Present · San Jose, CA, US
Education
Grand Valley State University
Bachelor of Business Administration - BBA
Skills
- Wealth Management
- Investment Management
- Private Banking
- Banking
- Real Estate
- Portfolio Management
- Loans
- Credit
- Mountain Biking
- Investments
- Commercial Banking
- Financial Services
- Management
- Beer
- Road Biking
- Sales Management
- Trust Management
- Strategy
- Retail Banking
- Commercial Lending
- Relationship Management
- Risk Management
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