Dale Self
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Dale Self Email & Phone Number

Partner at Maia Wealth at Maia Wealth
Location: United States, United States, United States 5 work roles 1 school
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Current company
Maia Wealth
Role
Partner at Maia Wealth
Location
United States, United States, United States

Who is Dale Self? Overview

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Dale Self is listed as Partner at Maia Wealth at Maia Wealth, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Dale Self.

Dale Self previously worked as Partner at Maia Wealth and Vice President- Investments at J.P. Morgan. Dale Self holds Bachelor Of Science - Bs, Finance from Indiana University - Kelley School Of Business.

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Maia Wealth

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Profile bio

About Dale Self

Dale Self is a graduate of Indiana University's Kelley School of Business; where he earned a Bachelor of Science in Finance. Consequently, he has committed himself to the delivery of service excellence for clients in Investment Banking.Dale has a distinguished, award-winning career profile that includes 13 years at Charles Schwab and Co., and most recently 14 years at JP Morgan Chase as a Vice President at JP Morgan Securities, LLC.Dale is now a partner at Maia Wealth, where he can now deliver completely independent fiduciary wealth management investment advice that is 100% unbiased and conflict free.Dale Self is a native of the Caribbean country of Trinidad and Tobago. He has lived in the U.S. since 1990. He has been married to his wife, Amy, for 24 years and they have been blessed with two children; their daughter Jadyn (18), and son Jonathan (16).

Current workplace

Dale Self's current company

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Maia Wealth
Maia Wealth
Partner at Maia Wealth
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5 roles

Dale Self work experience

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Partner

Current
Maia Wealth

Denver, Colorado, US

Maia Wealth is an independent Registered Investment Advisor(RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. Maia Wealth is among a small minority of advisors that are independent fiduciaries and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on.

Jan 2023 - Present

Vice President- Investments

J.P. Morgan

New York, NY, US

Aug 2012 - Jan 2023

Investment Consultant

Td Ameritrade

Omaha, NE, US

  • Provide ongoing management of high asset clients. Key responsibilities include: servicing retail client accounts and advising clients on a number of topics from portfolio allocation to investment strategies.
  • Utilize needs based selling to identify client needs and recommend portfolio solutions to meet those needs.
  • Partner with specialized departments to uncover opportunities to cross-sell additional services such as financial planning and Managed Accounts.
Aug 2011 - Aug 2012

Investment Advisor

Charles Schwab & Co.

Westlake, Texas, US

  • Investment Consultant Provide comprehensive portfolio consultations to existing clients and prospect referrals. Key responsibilities include: allocate portfolios to help clients achieve their goals and objectives.
  • Brought in $9.2 million in net new assets as of Q4 of 2009, exceeding annual goal of $8 million.
  • Ranked among the top 2 consultants in Indiana and top 10 in nation for net new assets and upsell conversions. Team Leader Key responsibilities included managing a team of 13 representatives; responsible for recruiting.
  • Established both team and individual goals for associates; monitored progress of goals though variety of methods: team meetings, individual coaching sessions & customer feedback.
  • Created a Business Development Council responsible for increasing business development efforts for the Retail Client Services division. Held monthly meetings with council members to discuss methods to motivate.
  • Recipient of company’s Annual Excellence in Service Award for coaching & developing team members for career advancement opportunities.
Dec 1996 - Nov 2009
1 education record

Dale Self education

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance
FAQ

Frequently asked questions about Dale Self

Quick answers generated from the profile data available on this page.

What company does Dale Self work for?

Dale Self works for Maia Wealth.

What is Dale Self's role at Maia Wealth?

Dale Self is listed as Partner at Maia Wealth at Maia Wealth.

Where is Dale Self based?

Dale Self is based in United States, United States, United States while working with Maia Wealth.

What companies has Dale Self worked for?

Dale Self has worked for Maia Wealth, J.P. Morgan, Td Ameritrade, Jp Morgan Chase Investment Services, and Charles Schwab & Co..

How can I contact Dale Self?

You can use AeroLeads to view verified contact signals for Dale Self at Maia Wealth, including work email, phone, and LinkedIn data when available.

What schools did Dale Self attend?

Dale Self holds Bachelor Of Science - Bs, Finance from Indiana University - Kelley School Of Business.

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