California Regional Investment Director
CurrentCalifornia Regional Investment Director for U.S. Bank Private Wealth Management
Jul 2019 - Present
AeroLeads people directory · profile
William Dolan Email & Phone Number
California Regional Investment Director, U.S. Bank Private Wealth Management
at
U.S. Bank
1 work email found
@usbank.com
1 phone found area 417
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
California Regional Investment Director, U.S. Bank Private Wealth Management
Location
Los Angeles Metropolitan Area, United States
Company size
Who is William Dolan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
William Dolan is listed as California Regional Investment Director, U.S. Bank Private Wealth Management at U.S. Bank, a with 59540 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at usbank.com, phone signal with area code 417, and a matched LinkedIn profile for William Dolan.
William Dolan previously worked as California Regional Investment Director at U.S. Bank and California Wealth Management Team Leader and Senior Portfolio Manager at First Bank. William Dolan holds Master Of Business Administration - Mba, Finance And Management from Cornell Johnson Graduate School Of Management.
Company email context
Email format at U.S. Bank
This section adds company-level context without repeating William Dolan's masked contact details.
{first}.{last}@usbank.com
89% confidence
AeroLeads found 1 current-domain work email signal for William Dolan. Compare company email patterns before reaching out.
Profile bio
About William Dolan
As the California Regional Investment Director for U.S. Bank Private Wealth Management, Bill is responsible for all investment aspects of Wealth Management for the California region. He also serves at the national level as a member of the Investment Strategy Group, where he contributes to both building our investment solutions platform and managing the asset allocation process.
Listed skills include Investments, Portfolio Management, Investment Management, Wealth Management, and 24 others.
Current workplace
William Dolan's current company
Company context helps verify the profile and gives searchers a useful next step.
U.S. Bank
5 roles · 19 years
William Dolan work experience
A career timeline built from the work history available for this profile.
California Wealth Management Team Leader And Senior Portfolio Manager
Responsible for the overall development and coordination of Wealth Management activities in California in addition to maintaining his role as Senior Portfolio Manager.
May 2013 - Jun 2019
Wealth Management Portfolio Advisor, Pia
Investment Portfolio Management for Families, Individuals, Non Profits and Foundations. Business Development for HNW and UHNW.
2011 - 2013
~2 yrs
Portfolio Manager
California Private Wealth Management
Boutique Private Wealth Management firm. Portfolio Management, Investment Management. Business Management.
2010 - 2011
~1 yr
Wealth Management Financial Advisor
Portfolio Management, Wealth Management, Business Development, Securities Analysis.
2008 - 2010
~2 yrs
Team & coworkers
Colleagues at U.S. Bank
Other employees you can reach at usbank.com. View company contacts for 59540 employees →
RT
Rose Trueblood
Colleague at U.S. BankMemphis, Missouri, United States
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CG
Chloanne Gaylord
Colleague at U.S. BankDavenport, Iowa, United States
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ML
Maximilian Luchs
Colleague at U.S. BankAustria
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AA
Azr Aeyuj
Colleague at U.S. BankParis, Île-De-France, France
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KV
Kristina V.
Colleague at U.S. BankGreater Minneapolis-St. Paul Area, United States
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DS
Dana Schumacher
Colleague at U.S. BankPewaukee, Wisconsin, United States
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MD
Michael Dennemann
Colleague at U.S. BankCovington, Kentucky, United States
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BB
Brice Benham
Colleague at U.S. BankBowling Green Metropolitan Area, United States
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RJ
Rebecca J. Diehl, Cisa, Cgeit, Crisc, Itil, Pci Isa
Colleague at U.S. BankUnited States
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CH
Charles Harmon
Colleague at U.S. BankCharlotte Metro, United States
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Rose Trueblood
Colleague at U.S. BankMemphis, Missouri, United States
View →
CG
Chloanne Gaylord
Colleague at U.S. BankDavenport, Iowa, United States
View →
ML
Maximilian Luchs
Colleague at U.S. BankAustria
View →
AA
Azr Aeyuj
Colleague at U.S. BankParis, Île-De-France, France
View →
KV
Kristina V.
Colleague at U.S. BankGreater Minneapolis-St. Paul Area, United States
View →
DS
Dana Schumacher
Colleague at U.S. BankPewaukee, Wisconsin, United States
View →
MD
Michael Dennemann
Colleague at U.S. BankCovington, Kentucky, United States
View →
BB
Brice Benham
Colleague at U.S. BankBowling Green Metropolitan Area, United States
View →
RJ
Rebecca J. Diehl, Cisa, Cgeit, Crisc, Itil, Pci Isa
Colleague at U.S. BankUnited States
View →
CH
Charles Harmon
Colleague at U.S. BankCharlotte Metro, United States
View →
2 education records
William Dolan education
Master Of Business Administration - Mba, Finance And Management
Bachelor Of Arts - Ba
FAQ
Frequently asked questions about William Dolan
Quick answers generated from the profile data available on this page.
What company does William Dolan work for?
William Dolan works for U.S. Bank.
What is William Dolan's role at U.S. Bank?
William Dolan is listed as California Regional Investment Director, U.S. Bank Private Wealth Management at U.S. Bank.
What is William Dolan's email address?
AeroLeads has found 1 work email signal at @usbank.com for William Dolan at U.S. Bank.
What is William Dolan's phone number?
AeroLeads has found 1 phone signal(s) with area code 417 for William Dolan at U.S. Bank.
Where is William Dolan based?
William Dolan is based in Los Angeles Metropolitan Area, United States while working with U.S. Bank.
What companies has William Dolan worked for?
William Dolan has worked for U.S. Bank, First Bank, Merrill Lynch, California Private Wealth Management, and Morgan Stanley.
Who are William Dolan's colleagues at U.S. Bank?
William Dolan's colleagues at U.S. Bank include Rose Trueblood, Chloanne Gaylord, Maximilian Luchs, Azr Aeyuj, and Kristina V..
How can I contact William Dolan?
You can use AeroLeads to view verified contact signals for William Dolan at U.S. Bank, including work email, phone, and LinkedIn data when available.
What schools did William Dolan attend?
William Dolan holds Master Of Business Administration - Mba, Finance And Management from Cornell Johnson Graduate School Of Management.
What skills is William Dolan known for?
William Dolan is listed with skills including Investments, Portfolio Management, Investment Management, Wealth Management, Financial Analysis, Competitive Analysis, Asset Management, and Due Diligence.
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