Dale Self Email & Phone Number

United States

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 brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers.Maia Wealth specializes in wealth management for business owners, multi-generational wealth, and professionals in the engineering, medical, and law industries.

New York, Ny, Us

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.

New York, Ny, Us

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, recommend suitable investments or banking products to meet client needs, asset consolidation, updating and delivering Investment Policy Statements. • 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, coaching and developing employees.• 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 employees to increase business development numbers. Since inception of the council, total assets gathered increased 60%.• Recipient of company’s Annual Excellence in Service Award for coaching & developing team members for career advancement opportunities.