Haley Kirk Dahl, Cap, Ctfa, Mba Email & Phone Number
@whittiertrust.com
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Who is Haley Kirk Dahl, Cap, Ctfa, Mba? Overview
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Haley Kirk Dahl, Cap, Ctfa, Mba is listed as Senior Vice President, Client Advisor at Whittier Trust Company, a company with 287 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at whittiertrust.com and a matched LinkedIn profile for Haley Kirk Dahl, Cap, Ctfa, Mba.
Haley Kirk Dahl, Cap, Ctfa, Mba previously worked as Vice President, Client Advisor, Philanthropic Services at Whittier Trust Company and Assistant Vice President, Philanthropic Services at Whittier Trust Company. Haley Kirk Dahl, Cap, Ctfa, Mba holds Master Of Business Administration - Mba, Business from University Of Southern California - Marshall School Of Business.
Email format at Whittier Trust Company
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AeroLeads found 1 current-domain work email signal for Haley Kirk Dahl, Cap, Ctfa, Mba. Compare company email patterns before reaching out.
About Haley Kirk Dahl, Cap, Ctfa, Mba
Haley is a Vice President, Client Advisor in Whittier Trust’s Orange County office. She is responsible for assisting in the administrative and planning of high net worth individuals and their families. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of philanthropy, family continuity, planning, and trust services. Haley primarily provides philanthropic advisory services for Whittier Trust’s foundation and donor advised fund clients. She has been with Whittier Trust since 2016.Haley earned her BA in psychology from Stanford University, where she also minored in political science. Before joining Whittier Trust, Haley worked at Vodafone Americas Foundation focusing on grants administration and business giving strategies. Prior to that, she worked at Cisco, executing corporate social responsibility initiatives. Haley earned her Chartered Advisor in Philanthropy (CAP®) designation from The American College in April of 2018 and her Certified Trust and Financial Advisor (CTFA™) from the American Bankers Association in August of 2022. Most recently, Haley completed her MBA at the USC Marshall School of Business in May of 2023. Haley is on the Planned Giving Advisory Committee of Hoag Hospital and the Membership Committee of Exponent Philanthropy. She is also an active member of Impact100OC, Orange County Advisors in Philanthropy (OC AiP), the North County Estate Planning Council and Stanford Alumni Association of Orange County. In her free time, she enjoys sailing, reading, and walking her dog.
Listed skills include Leadership, Powerpoint, Social Media, Public Speaking, and 25 others.
Haley Kirk Dahl, Cap, Ctfa, Mba's current company
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Haley Kirk Dahl, Cap, Ctfa, Mba work experience
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Vice President, Client Advisor, Philanthropic Services
Current
Assistant Vice President, Philanthropic Services
Grant Manager | Philanthropic Advisor
Provide in-depth advice and consultation and customized, comprehensive foundation and donor-advised fund administration services, as well as foundation and DAF asset management. My position involves client contact through philanthropic guidance as well as comprehensive administration for a portfolio of private foundations, donor-advised funds and nonprofit.
Senior Associate
Additional to the details outlined below as an associate of grant administration and Wireless Innovation Project Planning, I successfully launched a 4-Year Kiva Donor Advised Fund (DAF) for the Vodafone Americas Employees. The Foundation is able to provide the opportunity for Vodafone employees to engage with the global community to impact change. The.
Grants And Program Associate
There were four aspects to this position: grants administration, employee engagement, project support for our Wireless Innovation Project grant competition, and corporate social responsibility strategy. As a staff of 2, duties included reviewing correspondences, screening inquiries, nonprofit site visits, interacting with employees and grantees, as well as.
Intern
I assisted in grants administration, employee engagement, and project support for the Wireless Innovation Project while I finished up undergraduate degree at Stanford University, worked as a Kitchen Manager on campus part-time, and co-captained the Stanford Varsity Sailing Team.
Kitchen Manager
I managed the kitchen affairs in the Kappa Alpha Theta house at Stanford. I was responsible for interviewing and hiring the cook for the 2014-15 school year (who still remains in place today). Duties included managing the weekly menu, dietary concerns, house snacks, kitchen cleanliness, and the residents overall dining experience for the 2014-15 school year.
Conference Assistant
I was responsible for general office duties including preparing for client arrivals and departures, assisting clients, handling cash transactions, and data entry. Additionally, this position provided me with a new perspective to clients, visitors, and staff. I offered insight on the Stanford experience and acted as an advocate for the University. I worked.
Sand Hill Fellow; Corporate Social Responsibility Intern
As a Stanford Philanthropy Sand Hill Fellow recipient, I was placed to work in Cisco's Corporate Social Responsibility office working on the Networking Academy developing a global "Girls in ICT" program that addresses the need for bringing more girls into the ICT field, as well as creating an evaluation for FY13 and reviewing Networking Academy grants from.
Chef Intern
I trained as a chef in a four star restaurant in Florence, Italy. I worked evenings and mornings learning the skills of working in an intense work environment where meals need to be prepared in a timely manner with perfection. I learned to overcome a language barrier and better understand the Italian culture and eating style. I now understand how to work.
Event/ Marketing Intern
31Bits is a fashion for good company that sells jewelry made of recycled paper made by women in Uganda. I was responsible for event planning and promotions with an emphasis on social media and marketing strategy. At events I was responsible for explaining the 31Bits story to buyers and convincing them of what an amazing company 31Bits truly is.
Advanced Sailing Coach
A part time head coach of the advance junior sailing program at the Long Beach Yacht Club located in Southern California. Earned experience in teaching advanced sailing techniques, organizing lesson plans, goal setting and achievements. Worked at LBYC for 3 summers.
Colleagues at Whittier Trust Company
Other employees you can reach at whittiertrust.com. View company contacts for 287 employees →
Ginny Sjoberg
Colleague at Whittier Trust Company
Pasadena, California, United States, United States
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Mathew Neben, Cfa
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
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Me Yu
Colleague at Whittier Trust Company
Tahlequah, Oklahoma, United States, United States
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Abby Cox
Colleague at Whittier Trust Company
Greater Reno Area, United States
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Ashley Smith
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
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Patrick Coyle, Cfa
Colleague at Whittier Trust Company
Los Angeles, California, United States, United States
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Nicholas M.
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
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EZ
Eric Zuniga
Colleague at Whittier Trust Company
Los Angeles, California, United States, United States
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Chad Horan
Colleague at Whittier Trust Company
Reno, Nevada, United States, United States
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Kathleen Briley
Colleague at Whittier Trust Company
South Pasadena, California, United States, United States
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Haley Kirk Dahl, Cap, Ctfa, Mba education
Master Of Business Administration - Mba, Business
Education record
Chartered Advisor In Philanthropy (Cap®), Philanthropic Advising
Bachelor Of Arts (B.A.), Psychology (Political Science Minor)
Education record
Frequently asked questions about Haley Kirk Dahl, Cap, Ctfa, Mba
Quick answers generated from the profile data available on this page.
What company does Haley Kirk Dahl, Cap, Ctfa, Mba work for?
Haley Kirk Dahl, Cap, Ctfa, Mba works for Whittier Trust Company.
What is Haley Kirk Dahl, Cap, Ctfa, Mba's role at Whittier Trust Company?
Haley Kirk Dahl, Cap, Ctfa, Mba is listed as Senior Vice President, Client Advisor at Whittier Trust Company.
What is Haley Kirk Dahl, Cap, Ctfa, Mba's email address?
AeroLeads has found 1 work email signal at @whittiertrust.com for Haley Kirk Dahl, Cap, Ctfa, Mba at Whittier Trust Company.
Where is Haley Kirk Dahl, Cap, Ctfa, Mba based?
Haley Kirk Dahl, Cap, Ctfa, Mba is based in Orange County, California, United States while working with Whittier Trust Company.
What companies has Haley Kirk Dahl, Cap, Ctfa, Mba worked for?
Haley Kirk Dahl, Cap, Ctfa, Mba has worked for Whittier Trust Company, Vodafone, Stanford University, Cisco, and Ristorante Pizzeria La Bussola Dal 1960.
Who are Haley Kirk Dahl, Cap, Ctfa, Mba's colleagues at Whittier Trust Company?
Haley Kirk Dahl, Cap, Ctfa, Mba's colleagues at Whittier Trust Company include Ginny Sjoberg, Mathew Neben, Cfa, Me Yu, Abby Cox, and Ashley Smith.
How can I contact Haley Kirk Dahl, Cap, Ctfa, Mba?
You can use AeroLeads to view verified contact signals for Haley Kirk Dahl, Cap, Ctfa, Mba at Whittier Trust Company, including work email, phone, and LinkedIn data when available.
What schools did Haley Kirk Dahl, Cap, Ctfa, Mba attend?
Haley Kirk Dahl, Cap, Ctfa, Mba holds Master Of Business Administration - Mba, Business from University Of Southern California - Marshall School Of Business.
What skills is Haley Kirk Dahl, Cap, Ctfa, Mba known for?
Haley Kirk Dahl, Cap, Ctfa, Mba is listed with skills including Leadership, Powerpoint, Social Media, Public Speaking, Event Planning, Data Analysis, Communication, and Advertising.
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