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Experienced Executive Director with a demonstrated history of working in the investment management industry. Skilled in Banking, Asset Management, Sales Management, Investment Strategies, and Retirement Planning. Strong business development professional with a Bcom hons focused in investment management from unisa.
Independent Investment Forum
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FounderIndependent Investment ForumJohannesburg, Gp, Za
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Executive Director/ Co FounderAnchor Financial Services (Group) Nov 2014 - PresentSouth AfricaAnchor Financial Services is the holding company for the following businesses units, Anchor Advisory Services, Nest Asset Management, Anchor Distribution Services, Independent Investment Forum, Pension forum
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Executive Director/Co -FounderAnchor Institutional Mar 2015 - PresentSouth Africa
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Executive Director/Co FounderNest Asset Management Feb 2015 - Presentwww.nestam.co.za
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FounderIndependent Investment Forum May 2020 - PresentThe Investment forum, is a private, invite-only Forum, with strict vetting criteria The purpose of the forum is to:• Be a platform to promote thought leadership in investment management and related industries• To provide a platform for the discussion of, unique topics that may be specialist in nature and that cannot be easily accessed in the public domain and • To create a platform where members can engage in direct dialogue with the presenters and speakers invited to the… Show more The Investment forum, is a private, invite-only Forum, with strict vetting criteria The purpose of the forum is to:• Be a platform to promote thought leadership in investment management and related industries• To provide a platform for the discussion of, unique topics that may be specialist in nature and that cannot be easily accessed in the public domain and • To create a platform where members can engage in direct dialogue with the presenters and speakers invited to the forumThe objective is to create a platform where members are comfortable sharing their personal insights. For this reason, members are encouraged to have meaningful interaction with presenters and other forum members and may participate in the determination of topics for discussion. The forum aims to create a community of leaders from various industries that are motivated by helping each other and sharing information openly. The forum allows the community of members to determine the voice, direction and leadership of the forum.The purpose of the forum is to:• Be a platform to promote thought leadership in investment management and related industries• To provide a platform for the discussion of, unique topics that may be specialist in nature and that cannot be easily accessed in the public domain and • To create a platform where members can engage in direct dialogue with the presenters and speakers invited to the forumThe objective is to create a platform where members are comfortable sharing their personal insights. For this reason, members are encouraged to have meaningful interaction with presenters and other forum members and may participate in the determination of topics for discussion. The forum aims to create a community of leaders from various industries that are motivated by helping each other and sharing information openly. The forum allows the community of members to determine the voice, direction and leadership of the forum. Show less
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Exco MemberAnchor Capital Feb 2016 - Present
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Executive Director Wealth, Head Asset Management, Private Wealth,Asset ConsultingSasfin Bank Ltd Jan 2011 - May 2014I manage a large portion of Sasfin Banks wealth buisnesses including Private Wealth (financial planning), Asset consulting and Asset Management -
Head Financial PlanningSasfin Bank Ltd Mar 2008 - Jan 2011national head of private wealth division -
New Business Development, Investment DistrubutionGrant Thornton Capital Jan 2003 - Feb 2008
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Sales ManagerLiberty Life Jan 1999 - Jan 2002
Dale Franklin Skills
Dale Franklin Education Details
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UnisaInvestment Management -
Eden
Frequently Asked Questions about Dale Franklin
What company does Dale Franklin work for?
Dale Franklin works for Independent Investment Forum
What is Dale Franklin's role at the current company?
Dale Franklin's current role is Founder.
What is Dale Franklin's email address?
Dale Franklin's email address is df****@****fin.com
What schools did Dale Franklin attend?
Dale Franklin attended Unisa, Eden.
What skills is Dale Franklin known for?
Dale Franklin has skills like Investments, Strategic Financial Planning, Asset Management, Wealth, Financial Advisory, Wealth Management, Financial Planning, Risk Management, Banking, Management, Retirement Planning, Mutual Funds.
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Dale Franklin
Assistant Vice President And Gm Strategic Operations At Amerit Fleet SolutionsPinson, Al5kelleyfleetservices.com, kelleyamerit.com, ameritfleetsolutions.com, ameritfleet.com, ameritfleetsolutions.com3 +120528XXXXX
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