Jonathan Dale Email & Phone Number

Jonathan Dale Email & Phone Number

Vice President, Head of Investment Solutions @ Westwood Holdings Group, Inc.

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Jonathan Dale's Location

Downingtown, PA, US

Jonathan Dale's Work

  • Distribution Director @ SEI
  • Channel Manager @ SEI
  • Regional Sales Associate @ SEI
  • Asset Management Account Director @ SEI
  • Internal Wholesaler @ SEI
  • Investor Services Representative @ SEI

Jonathan Dale's Education

  • West Virginia University

    Bachelor of Science (BS) (Business Administration and Management, General)

    1996 - 2000
  • Downingtown High School

Jonathan Dale's Skills

  • Wealth Management
  • New Business Development
  • Client Relations
  • Financial Services
  • Mutual Funds
  • Relationship Management
  • Relationship Building
  • Third Party Distribution
  • Product Development Life Cycle
  • Product Launch

Jonathan Dale's Summary

Jonathan Dale, based in Downingtown, PA, US, is currently a Vice President, Head of Investment Solutions at Westwood Holdings Group, Inc., bringing experience from previous roles at Westwood Holdings Group, Inc. and SEI. Jonathan Dale holds a 1996 - 2000 Bachelor of Science (BS) in Business Administration and Management, General @ West Virginia University. With a robust skill set that includes Wealth Management, New Business Development, Client Relations, Financial Services, Mutual Funds and more, Jonathan Dale contributes valuable insights to the industry. Jonathan Dale has 1 email on RocketReach.
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