Summary
Overview
Work History
Education
Skills
Areas Of Mastery And Expertise
Executive Profile - Summary
Certification
Timeline
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Dale Westervelt

Alexandria,VA

Summary

Professional leader with executive experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Senior Sales Executive, Precious Metals Sales & Strategy

Goldco | Gold Alliance | Noble Gold | Vault Metal
03.2013 - Current
  • Delivered $15M in precious metals to private investors; direct purchase/IRA rollovers.
  • Mentored junior sales staff, providing training on best practices and product knowledge. Developed and executed strategic sales plans (question-based selling) to drive revenue growth in competitive markets.
  • Honed ability to establish trusted relationships, leading clients to confidently commit five, six, and seven-figure investments.
  • Published thought leadership on alternative assets and the US dollar

Family Caregiver

Self Employed Services
07.2009 - 03.2013
  • Focused on raising children and managing household responsibilities, while my wife re-launched her career.
  • Led solo turnaround project for pro-poor hospital in Northern India
  • Provided compassionate support to individuals with diverse needs, enhancing daily living experiences.

Senior Director, Leadership Development

The Advisory Board Company (now Optum/UnitedHealth Group)
04.2004 - 07.2009
  • Accumulated 3,000+ hours of executive education for division Chiefs and Chairs, C-suite executives, and Vice Presidents and Directors in General Management
  • Certified by Harvard Business School in Case Method facilitation; led discussions for senior healthcare executives.
  • First non-physician faculty member in company history to teach physician leaders; taught new Chiefs and Chairs hospital economics, change leadership, strategy
  • Recognized as uniquely effective in facilitating stronger collaboration between health system administration and medical staff

Vice President, Healthcare Practice

Ernst & Young
09.2001 - 04.2004
  • Led multi-million-dollar transformation initiatives for health systems: revenue cycle optimization, supply chain efficiency, and clinical quality improvement.
  • Created the firm's largest event for mid-Atlantic executives
  • Delivered the firm's go-to-market strategy for HIPAA compliance advisory services, rolled out firm-wide as a new service offering
  • Promoted to Vice President from Senior Manager, 2003

Education

Master of Arts -

Gordon-Conwell Theological Seminary

Bachelor of Science -

Clarion University of Pennsylvania

Graduate Research & Writing -

Georgetown University

Skills

  • Sales development
  • Client relationship management
  • Relationship selling
  • Negotiation expertise
  • Competitive analysis
  • Strategic planning

Areas Of Mastery And Expertise

  • Competitive Strategy: Michael Porter's Five Forces
  • Change Leadership: Stakeholder analysis and communication plan
  • Negotiation: Harvard Business School's Ten Best Practices
  • Redesigning Business Processes: Time, quality, access, flexibility, cost
  • Organizational Problem Solving: Rational processes for solving problems

Executive Profile - Summary

Business leader and consultant with 20+ years' experience engaging executives. Former vice president at Ernst & Young and senior director of leadership development at The Advisory Board Company, with special expertise in physician leadership, succession planning, and executive education. Certified by Harvard Business School in the Case Method of Discussion Leadership, with proven expertise in operations, strategy, and business development. Uniquely effective oral and written communication skill and facility, which were instrumental in recent years, sold over  $15M in alternative assets to investors.

Certification

Harvard Business School: Case Method Teaching Certificate

Wharton School of Business, U Penn: Operations Management Certificate

Timeline

Senior Sales Executive, Precious Metals Sales & Strategy

Goldco | Gold Alliance | Noble Gold | Vault Metal
03.2013 - Current

Family Caregiver

Self Employed Services
07.2009 - 03.2013

Senior Director, Leadership Development

The Advisory Board Company (now Optum/UnitedHealth Group)
04.2004 - 07.2009

Vice President, Healthcare Practice

Ernst & Young
09.2001 - 04.2004

Bachelor of Science -

Clarion University of Pennsylvania

Graduate Research & Writing -

Georgetown University

Master of Arts -

Gordon-Conwell Theological Seminary
Dale Westervelt