Dale Cloud Email & Phone Number
Chief Operating Officer I Investment Advisor I Partner @ Turtle Creek Wealth Advisors, LLC
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Dale Cloud Location
- Austin, TX, US
Dale Cloud Work
- Chief Operating Officer I Investment Advisor I Partner @ (July 2022 - Present)
- Executive Vice President, Head of Investments, Private Wealth Advisors @ (January 2015 - June 2022)
- Senior Managing Director, Wealth Management @ First National Bank of Colorado (March 2012 - January 2015)
- Executive Director @ (January 2008 - January 2012)
- Managing Director @ First National Bank of Colorado (January 2004 - January 2008)
- Vice President @ (January 1997 - January 2004)
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
- Investment Management
- Structured Investments
- Hedge Funds
- Private Equity
- Investment Sales
- Brokerage
- Salesforce.com
- P&L Responsibility
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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Top Turtle Creek Wealth Advisors, LLC Employees
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Kirsten McDonald
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Wesley Wright
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Melanie Lott
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Peter Lodwick
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Eryn Myers
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David Spika
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Emily
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Morgan Massa
Family Advisor
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Richard Jackson
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Matt Kelley
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