Dale Sanders
Woodbridge
Summary
Accomplished Financial Advisor and Cross-Cultural Leader with a proven track record at First Command Financial Services Inc. and the U.S. Air Force. Expert in strategic planning and relationship building, successfully educated 300+ clients on financial matters, and enhanced collaboration with military agencies. Demonstrates critical thinking in collaborative environments to develop and implement successful strategies.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
First Command Financial Services Inc.
04.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated 300+ clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborated with 7-member Military Spouse Pilot Program, sharing best practices for remote financial advisors.
Financial Advisor
First Command Financial Services Inc.
07.2022 - 03.2023
- Educated 150+ client families on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Established partnerships with Randolph Air Force Base Community Services activities to introduce prospective clients to the benefits of financial planning.
Financial Advisor
First Command Financial Services Inc.
09.2021 - 06.2022
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Program Manager
US Air Force
07.2019 - 06.2021
- Directed 45-person office responsible for the sustainment and upgrade of $1B Cold War-era missile defense and space domain awareness radar.
- Managed cross-functional teams of active duty Airmen, government civilians and defense contractors to develop and install major weapon system upgrade to extend radar lifetime.
- Coordinated radar maintenance and upgrade schedules with North American Aerospace Defense Command operations center, Air Force Materiel Command, and Air Force Space Command.
International Affairs Strategist
US Air Force
07.2015 - 06.2019
- Represented U.S. interests in 12-nation NATO airlift consortium and 8-nation NATO munitions consortium building allied air forces' capability to operate globally.
- Facilitated major weapon system purchases from NATO allies, strengthening military interoperability within the alliance.
- Authored preparation material for the Secretary of the Air Force and Chief of Staff to facilitate common air force strategy with European allies.
Education
Master of Arts - Military Operational Art And Science
U.S. Air Force Command And Staff College
Maxwell AFB, Alabama06-2015
Master of Arts - Diplomacy
Norwich University
Northfield, VT06-2009
Bachelor of Science - History
U.S. Military Academy
West Point06-2001
Skills
- Retirement needs
- Relationship building and management
- Critical thinking
- Strategic planning
- Problem-solving
- Cross-cultural communication
- Stakeholder management
Accomplishments
- Led First Command's Military Spouse Pilot Program advisors in new money revenue credit.
- Created lasting partnership with military base library and chaplains offices to provide financial literacy classes to military members and dependents.
- Accelerated weapons delivery to coalition partner by six months by initiating a collaborative effort between the theater air staff, the weapon program office and air force headquarters.
- Resolved two-year accounting dispute between the U.S. Navy, Defense Logistics Agency, and Federal Republic of Germany to maintain political support for ally's war contribution.
Certification
- Registered Investment Advisor (RIA) - U.S. Securities and Exchange Commission or State Securities Regulators.
- Insurance Licenses, Life, Health, and Annuities – Virginia, Texas, Colorado, Florida Department of Insurance.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Program Management Level II - Defense Acquisitions University, 2007
- Security Cooperation Intermediate Certification - Defense Security Cooperation University, 2019
Timeline
Financial Advisor
First Command Financial Services Inc.
04.2023 - Current
Financial Advisor
First Command Financial Services Inc.
07.2022 - 03.2023
Financial Advisor
First Command Financial Services Inc.
09.2021 - 06.2022
Program Manager
US Air Force
07.2019 - 06.2021
International Affairs Strategist
US Air Force
07.2015 - 06.2019
Master of Arts - Military Operational Art And Science
U.S. Air Force Command And Staff College
Master of Arts - Diplomacy
Norwich University
Bachelor of Science - History
U.S. Military Academy
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