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Dale Smith Location
San Diego, CA, US
Dale Smith Work
Senior Vice President and Private Wealth Advisor @ (January 2023 - Present)
Sr. Private Client Advisor @ (May 2022 - January 2023)
VP and Private Mortgage Banker @ (March 2014 - May 2022)
Managing Director and Relationship Manager @ (July 2011 - February 2014)
Private Mortgage Bank Market Manager and Sr Vice President @ (August 2006 - July 2011)
Broker and Owner @ (January 2001 - August 2006)
Co-Founder and VP Business Development @ Cablemusic.com (June 1998 - June 2001)
National Director of Business Development @ (February 1995 - September 1998)
Dale Smith Education
Yale University
Financial Markets (Finance)
2023-2024
University of California, San Diego
Certification in Real Estate (Real Estate)
2001-2003
1982-1986
Texas State University
Bachelors (Communications)
Dale Smith Summary
Dale Smith, based in San Diego, CA, US, is currently a Senior Vice President and Private Wealth Advisor at U.S. Bank. Dale Smith brings experience from previous roles at JPMorgan Chase & Co., Wells Fargo and First Republic Bank. Dale Smith holds a 2023 - 2024 Financial Markets in Finance @ Yale University. Dale Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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