Dale Cloud Email & Phone Number
Chief Operating Officer I Investment Advisor I Partner @ Turtle Creek Wealth Advisors, LLC
Dale Cloud Location
Austin, TX, US
Dale Cloud Work
- 2022 - now Chief Operating Officer I Investment Advisor I Partner @ Turtle Creek Wealth Advisors, LLC
- 2015 - 2022 Executive Vice President, Head of Investments, Private Wealth Advisors @ Texas Capital Bank
- 2012 - 2015 Senior Managing Director, Wealth Management @ First National Bank of Colorado
- 2008 - 2012 Executive Director @ J.P. Morgan
- 2004 - 2008 Managing Director @ First National Bank of Colorado
- 1997 - 2004 Vice President @ Wells Fargo
Dale Cloud Education
- Colorado State University
Bachelor of Science (B.S.) (Economics)
Dale Cloud Skills
- Wealth Management
- Investments
- Alternative Investments
- Asset Allocation
- Series 7
- Private Banking
- Wealth Management Services
- Sales Management
- Zephyr Style Advisor
- Series 63
Dale Cloud Summary
Dale Cloud, based in Austin, TX, US, is currently a Chief Operating Officer I Investment Advisor I Partner at Turtle Creek Wealth Advisors, LLC.. Dale Cloud brings experience from previous roles at Texas Capital Bank, First National Bank of Colorado and J.P. Morgan Private Bank. Dale Cloud holds a Bachelor of Science (B.S.) in Economics @ Colorado State University. With a robust skill set that includes Wealth Management, Investments, Alternative Investments, Asset Allocation, Series 7 and more. Dale Cloud has 1 emails on RocketReach.
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