Haley Kirk Dahl

About Haley Kirk Dahl

Haley is a Senior Vice President, Client Advisor in Whittier Trust’s Orange County office. She is responsible for assisting in the administrative and planning of high net worth individuals and their families. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of philanthropy, family continuity, planning, and trust services. Haley primarily provides philanthropic advisory services for Whittier Trust’s foundation and donor advised fund clients. She has been with Whittier Trust since 2016.Haley earned her BA in psychology from Stanford University, where she also minored in political science. Before joining Whittier Trust, Haley worked at Vodafone Americas Foundation focusing on grants administration and business giving strategies. Prior to that, she worked at Cisco, executing corporate social responsibility initiatives. Haley earned her Chartered Advisor in Philanthropy (CAP®) designation from The American College in April of 2018 and her Certified Trust and Financial Advisor (CTFA™) from the American Bankers Association in August of 2022. Most recently, Haley completed her MBA at the USC Marshall School of Business in May of 2023. Haley is on the Planned Giving Advisory Committee of Hoag Hospital and the Membership Committee of Exponent Philanthropy. She is also an active member of Impact100OC, Orange County Advisors in Philanthropy (OC AiP), the North County Estate Planning Council and Stanford Alumni Association of Orange County. In her free time, she enjoys playing with her kids, sailing, reading, and walking her dog.

Experience

1. Senior Vice President, Client Advisor

   Whittier Trust Company

   Mar 2026 — Present · Newport Beach, CA, US

Education

• The American College of Financial Services

  Chartered Advisor in Philanthropy (CAP®), Philanthropic Advising

  2017 — 2018

• USC Marshall School of Business

  Master of Business Administration - MBA, Business

• Stanford University

  Bachelor of Arts (B.A.), Psychology (Political Science Minor)

  2011 — 2015

Skills

• Communication
• Social Media
• Management
• Leadership
• Nonprofits
• Microsoft Word
• Outlook
• Social Networking
• Research
• Data Analysis
• Marketing
• Microsoft Office
• Advertising
• Statistics
• Strategic Planning
• Organizational Behavior
• Project Management
• Customer Service
• Wordpress
• Human Behavior
• Public Speaking
• Social Impact
• Entrepreneurship
• Community Outreach
• Social Media Marketing
• Microsoft Excel
• Powerpoint
• Webex
• Event Planning