Dale Korman, Cfp®, Cima® Email & Phone Number

Atlanta Metropolitan Area

Greater Tampa Bay Area

Sage is an Austin-based investment management firm. We have a unique approach that reaches across vast investment environments, extending to both institutional and private client marketplaces with traditional fixed income asset management, liability-driven solutions, and global tactical ETF strategies.I cover the Southeast region across all broker-dealer channels (Florida, Georgia, North Carolina, and South Carolina). Ask me how I've helped other advisors build a first-class team practice.

Tampa/St. Petersburg, Florida Area

- Joined a fee-only fiduciary financial planning firm serving individuals and families- Build customized discretionary investment portfolios for clients using a wide array of investments- Provide individual financial planning advice and advise on major spending decisions- Focused on high earners in the accumulation phase, including small business owners- Delivered interactive presentation on wealth building to women at 3-day event in Utah- Deepen long-tenured relationships with wholesalers, by discussing their products & solutions- Network to build long-term relationships with HNW prospects - Share product ideas with other advisors at the firm

Tampa/St. Petersburg, Florida Area

- CHANNEL / TERRITORY: Wirehouses, Regionals, Independents, RIAs – Central and South Florida- Distributed and serviced Mutual Funds - Balanced quality of discussions & demonstrated versatility via clients entertainment - Met with Advisors in small and large groups for coffee, breakfast, lunch, drinks, and dinner - Met with Advisors in their offices, delivered group presentations and presented at events - Presented and fielded questions at client events- Actively participated at regional and national firm conferences - Utilized a consultative sales approach while capitalizing on specific timely opportunities - Built and nurtured long-term relationships with Advisors as a trusted resource- Covered territory with a travel rotation based on business, metrics, and relationship strength

Tampa/St. Petersburg, Florida Area

- CHANNEL / TERRITORY: Wirehouse, Regionals, Independents – FL, GA, MS, AL, SC- Distributed and serviced Mutual Funds, SMA’s and Alternative Investments- Deep knowledge of product lineup including 40+ Funds, 15 SMA’s, Fixed Income and Alternatives- Executed business plan to increase territory sales in a previously untapped IBD space- Trained, mentored, and built productive long-term relationships with loyal internal partners- 1 of 3 wholesalers, while focused on territory sales, also oversaw 5 wholesalers as a mentor- Acted as a sounding board to management and mentor to newer wholesalers and internals

- CHANNEL / TERRITORY: Wirehouse, Regionals, Independents – MT, ID, WY, ND, SD- Covered and grew market share significantly, selling SMA’s and Mutual Funds- Rotation included 1 week of travel/month, and 3 weeks in the office servicing clients & prospects- Increased market share in pilot program with limited resources, leading to external position

- Channel/Territory: Wires, Regionals, IBD–(NC, SC, VA, DC), (PA, NJ, MD, DE), (CA, OR, WA, AK)- Covered 3 territories with externals, calling leads, setting meetings and selling firm products- Led sales desk every quarter in number of dials and average call length, promoted to Hybrid

Greater New York City Area

- Participated in regular team and client meetings for a $2B Ultra-HNW Advisory team- Provided meeting summary notes for key personnel- Wrote High Yield market summaries based on research and findings - Examined firm’s product lineup to determine those capable of forming hedge funds- In 3 months was rewarded with a trip to Boston with MD to solidify relationship with a top client

Jersey City, Nj

- Summer intern in Sales and Marketing division at investment management firm