Dave Vetta

Owner/Author - Journey To Your Summit

Role
Personal Financial Counselor-assignment Ready Counselor to our Military at Magellan Federal
Location
Milwaukee, WI, US
LinkedIn followers
500 followers

About Dave Vetta

Dedicated to supporting your life well lived through life and financial planning with a…

Experience

  1. Personal Financial Counselor-assignment Ready Counselor to our Military

    Magellan Federal

    Aug 2023 — Present

Education

  • Carroll University

    BS, Business

    1972 — 1976

  • University of Wisconsin-Whitewater

    MBA, Business-Organization development

    1979 — 1984

  • Northwestern University

    National Graduate Trust School, Trust and Investments

  • University of Virginia Darden School of Business

    Leadership, Leadership Development

    1997 — 1997

Skills

  • Integrity
  • Commercial Banking
  • Financial Planning
  • Commercial Lending
  • Strategic Planning
  • Public Speaking
  • Team Leadership
  • Cash Management
  • Business Strategy
  • Credit Analysis
  • Mergers & Acquisitions
  • Entrepreneurship
  • Credit
  • Investments
  • Asset Based Lending
  • Banking
  • Strategic Financial Planning
  • Risk Management
  • Leadership
  • Strategic Leadership
  • Strategic Partnerships
  • Treasury Management
  • Loans
  • Financial Analysis
  • Finance

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Dave Vetta — Personal Financial Counselor-assignment Ready Counselor to our Military at Magellan Federal in Milwaukee, WI, US | Unifers