Please complete the CAPTCHA to continue
@piedmontcapitaldistributors.com
✓
20 phones found area 847, 224, 312, 708, 262, 773, 913, and 972
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Dale Pelletier is listed as Director at Piedmont Capital Distributors, LLC at Piedmont Capital Distributors, LLC, a company with 22 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at piedmontcapitaldistributors.com, phone signal with area code 847, 224, 312, 708, 262, 773, 913, 972, and a matched LinkedIn profile for Dale Pelletier.
Dale Pelletier previously worked as Director at Piedmont Capital Distributors, Llc and Regional Marketing Director | Regional Sales Manager | Wholesaler at Reef Oil And Gas Companies. Dale Pelletier holds Ba, American Studies from University Of Notre Dame.
This section adds company-level context without repeating Dale Pelletier's masked contact details.
AeroLeads found 1 current-domain work email signal for Dale Pelletier. Compare company email patterns before reaching out.
Over the past 25 years I have achieved superior asset gathering results as a Vice President/Regional Director/Wholesaler, working for some of the largest financial services companies in the US – such as Franklin Templeton, BlackRock, Allianz, and Lincoln. My clients are the financial advisors at NYSE, regional, and independent broker dealers in the Chicago metro area. I am one of only a few wholesalers who have a successful track record across all 3 major asset classes - mutual funds, variable annuities, and alternatives. This gives me great perspective and the ability to fully understand all investment options available to advisors and their clients. I am currently a Director at Piedmont Capital, a third party wholesaling firm that represents several asset managers. We are currently raising assets in fixed income, small cap equity, liquid alternatives, and commodities funds. My success is due to a combination of work ethic, organization, and communication skills. I am veteran of more than 5000 sales meetings. I am trusted and respected by financial advisors. I simplify today’s complex financial products into easy to understand benefits.
Listed skills include Investments, Mutual Funds, Sales, Finance, and 20 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater Chicago Area
I am a Regional Director at Piedmont Capital - a third party mutual funds distribution company. I currently wholesale mutual funds from several asset managers to Financial Advisors in the Chicago metro area. We have 5* & 4* top performing funds in fixed income, equities, commodities, and managed futures. Securities offered through Patrick Capital Markets.
Chicago
I wholesaled Oil & Gas Limited Partnerships financial advisors across the United States. These were h Reg D private placements as well as public fund offerings. Reef's primary investment focus areas were in Texas Eagle Ford and the North Dakota Bakken shale regions.
Chicago
I wholesaled the Lincoln Choice Plus multi manager Variable Annuity to NYSE Broker Dealers in Illinois.
Chicago
I wholesaled the Allianz Variable Annuities to NYSE and Regional Broker Dealers in IL, IA, MO, TN, AR, and OK.
Chicago
I wholesaled the BlackRock family of mutual funds as well as their closed end fund IPO's to NYSE, Regional, and independent Broker Dealers in Illinois and Michigan.
Kansas City, Missouri
I wholesaled the Franklin, Templeton, and Mutual Series funds as well as the Franklin Variable Annuities to Financial Advisors in all channels - NYSE, Regional, Independent, and Banks across 4 states - KS, MO, IA, and NE.
Chicago
Wholesaled Keystone Mutual Funds and variable annuities NYSE, Regional, and Independent Broker Dealers IL and WI.
Other employees you can reach at piedmontcapitaldistributors.com. View company contacts for 22 employees →
Ronald A. Digiore Jr.
Colleague at Piedmont Capital Distributors, Llc
New York City Metropolitan Area, United States
View →
ML
Matt Lesnikowski
Colleague at Piedmont Capital Distributors, Llc
Excelsior, Minnesota, United States, United States
View →
JM
J. Michael Hanselman
Colleague at Piedmont Capital Distributors, Llc
Washington DC-Baltimore Area, United States
View →
PH
Phil Hanson
Colleague at Piedmont Capital Distributors, Llc
Houston, Texas, United States, United States
View →
BJ
Brian Jones
Colleague at Piedmont Capital Distributors, Llc
Boca Raton, Florida, United States, United States
View →
RA
Russell Adams
Colleague at Piedmont Capital Distributors, Llc
Los Angeles, California, United States, United States
View →
PL
Peter Latour
Colleague at Piedmont Capital Distributors, Llc
Manhattan Beach, California, United States, United States
View →
TP
Tony Poleondakis
Colleague at Piedmont Capital Distributors, Llc
Akron, Ohio, United States, United States
View →
Quick answers generated from the profile data available on this page.
Dale Pelletier works for Piedmont Capital Distributors, LLC.
Dale Pelletier is listed as Director at Piedmont Capital Distributors, LLC at Piedmont Capital Distributors, LLC.
AeroLeads has found 1 work email signal at @piedmontcapitaldistributors.com for Dale Pelletier at Piedmont Capital Distributors, LLC.
AeroLeads has found 20 phone signal(s) with area code 847, 224, 312, 708, 262, 773, 913, 972 for Dale Pelletier at Piedmont Capital Distributors, LLC.
Dale Pelletier is based in Greater Chicago Area, United States, United States while working with Piedmont Capital Distributors, LLC.
Dale Pelletier has worked for Piedmont Capital Distributors, Llc, Reef Oil And Gas Companies, Lincoln Financial Distributors, Allianz Group, and Blackrock.
Dale Pelletier's colleagues at Piedmont Capital Distributors, LLC include Ronald A. Digiore Jr., Matt Lesnikowski, J. Michael Hanselman, Phil Hanson, and Brian Jones.
You can use AeroLeads to view verified contact signals for Dale Pelletier at Piedmont Capital Distributors, LLC, including work email, phone, and LinkedIn data when available.
Dale Pelletier holds Ba, American Studies from University Of Notre Dame.
Dale Pelletier is listed with skills including Investments, Mutual Funds, Sales, Finance, Series 7, Series 63, Financial Services, and Marketing.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Dale Pelletier you were looking for.
