Dale R. Smith
Private Wealth Advisor
- Role
- Senior Vice President Private Wealth Advisor at U.S. Bank
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President Private Wealth Advisor
Jan 2023 — Present · La Jolla, CA, US
As a Private Wealth Advisor for U.S. Bank Private Wealth Management, I am responsible for providing comprehensive wealth management strategies tailored to my client’s specific needs. These strategies encompass Investment Management, Private Banking, Business and Personal Credit/Lending, Trust and Estate Services and Wealth Planning. I take the time to understand each of my clients’ unique needs, and direct a team of specialists in The Private Wealth Management Platform, often working closely with other client advisors such as attorneys and accountants to provide services that help my clients work toward their goals.
Education
Yale University
Financial Markets, Finance
University of California, San Diego
Certification in Real Estate, Real Estate
2001 — 2003
Texas State University
Bachelors, Communications
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