Jonathan Dale Email & Phone Number
Vice President, Head of Investment Solutions @ Westwood Holdings Group, Inc.
Jonathan Dale Location
Downingtown, PA, US
Jonathan Dale Work
- 2023 - now Vice President, Head of Investment Solutions @ Westwood Holdings Group, Inc.
- 2022 - 2023 Vice President, Director of Vehicle Management @ Westwood Holdings Group, Inc.
- 2015 - 2022 Vice President, National Accounts Director @ Westwood Holdings Group, Inc.
Jonathan Dale Education
- West Virginia University
Bachelor of Science (BS) (Business Administration and Management, General)
1996 - 2000
Jonathan Dale 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 Summary
Jonathan Dale, based in Downingtown, PA, US, is currently a Vice President, Head of Investment Solutions at Westwood Holdings Group, Inc.. Jonathan Dale brings 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 has 2 emails on RocketReach.
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Top Westwood Holdings Group, Inc. Employees
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35
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35
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Richard Frank
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