Dale Giem
Twin Bridges,Montana
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
31
31
years of professional experience
Work History
Financial Consultant
LPL Financial
02.2016 - Current
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Financial Advisor
D.A. Davidson Companies
05.1999 - 02.2016
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Consultant
Piper Jaffray
06.1993 - 05.1999
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Education
Bachelor of Arts - Economics/ Political Science
The University of Montana
Missoula, MT12.1981
High School Diploma -
Twin Bridges High School
Twin Bridges, MT06.1976
Skills
- Investment Advice
- Client Relationship Management
- Market Research
- Investment Strategies
- Portfolio Management
Athletic Accomplishment
1981 NCAA Division 1 All American Track and Field
Timeline
Financial Consultant
LPL Financial
02.2016 - Current
Financial Advisor
D.A. Davidson Companies
05.1999 - 02.2016
Financial Consultant
Piper Jaffray
06.1993 - 05.1999
Bachelor of Arts - Economics/ Political Science
The University of Montana
High School Diploma -
Twin Bridges High School