California Regional Investment Director
CurrentCalifornia Regional Investment Director for U.S. Bank Private Wealth Management
Jul 2019 - Present
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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 May 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, 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 company with 59540 employees, based in Los Angeles Metropolitan Area, United States, 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
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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 · 18 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 →
TD
Tricia Davis
Colleague at U.S. Bank
Castle Rock, Colorado, United States, United States
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KL
Ken Leahy
Colleague at U.S. Bank
San Francisco Bay Area, United States
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PC
Pam Clemmons
Colleague at U.S. Bank
Lebanon, Tennessee, United States, United States
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KR
Karla Rodriguez
Colleague at U.S. Bank
Aurora, Colorado, United States, United States
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BD
Bic Duong
Colleague at U.S. Bank
Pasadena, California, United States, United States
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S.
Srikanth .
Colleague at U.S. Bank
Greenbelt, Maryland, United States, United States
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TW
Tim Walter
Colleague at U.S. Bank
Appleton, Wisconsin, United States, United States
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BC
Barbara Curtin
Colleague at U.S. Bank
Portland, Oregon, United States, United States
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DH
Darlene Hamilton
Colleague at U.S. Bank
Cincinnati, Ohio, United States, United States
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PG
Patricia Gnetz
Colleague at U.S. Bank
Minneapolis, Minnesota, United States, United States
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Tricia Davis
Colleague at U.S. Bank
Castle Rock, Colorado, United States, United States
View →
KL
Ken Leahy
Colleague at U.S. Bank
San Francisco Bay Area, United States
View →
PC
Pam Clemmons
Colleague at U.S. Bank
Lebanon, Tennessee, United States, United States
View →
KR
Karla Rodriguez
Colleague at U.S. Bank
Aurora, Colorado, United States, United States
View →
BD
Bic Duong
Colleague at U.S. Bank
Pasadena, California, United States, United States
View →
S.
Srikanth .
Colleague at U.S. Bank
Greenbelt, Maryland, United States, United States
View →
TW
Tim Walter
Colleague at U.S. Bank
Appleton, Wisconsin, United States, United States
View →
BC
Barbara Curtin
Colleague at U.S. Bank
Portland, Oregon, United States, United States
View →
DH
Darlene Hamilton
Colleague at U.S. Bank
Cincinnati, Ohio, United States, United States
View →
PG
Patricia Gnetz
Colleague at U.S. Bank
Minneapolis, Minnesota, United States, 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, 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 Tricia Davis, Ken Leahy, Pam Clemmons, Karla Rodriguez, and Bic Duong.
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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