Dale Rottschafer Cfa
MBA with an emphasis in Finance, Chartered Financial Analyst (CFA) designation. Service-oriented investment professional offering more than 20 years... | Lone Tree, Colorado, United States
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Dale Rottschafer Cfa’s Emails da****@sc****.com
Dale Rottschafer Cfa’s Phone Numbers No phone number available.
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Dale Rottschafer Cfa’s Location Lone Tree, Colorado, United States
Dale Rottschafer Cfa’s Expertise MBA with an emphasis in Finance, Chartered Financial Analyst (CFA) designation. Service-oriented investment professional offering more than 20 years of experience in the financial services industry. Demonstrated ability to coordinate detail in meeting demanding time and performance requirements. Organized, quick-learning, self-motivated, independent worker with excellent team attitude and ability to communicate effectively at all levels.
Dale Rottschafer Cfa’s Current Industry Charles Schwab
Dale
Rottschafer Cfa’s Prior Industry
Us Bank
|
Envestnet Asset Management
|
Metamorphosis Money Management
|
Envestnet
|
Charles Schwab
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Work Experience
Charles Schwab
Wealth Advisor
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Envestnet
SVP, Senior Portfolio Manager
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Envestnet Asset Management
Vice President, Advisory Solutions
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Metamorphosis Money Management
Chief Investment Officer, Co-Founder
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Envestnet Asset Management
Sr Investment Consultant, Sr Due Diligence Analyst
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Bank
Senior Portfolio Manager
Fri Jan 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Dale Rottschafer Cfa Email Addresses
FAQ About Dale Rottschafer Cfa
-
Dale Rottschafer Cfa is located at
Lone Tree, Colorado, United States -
Dale Rottschafer Cfa is a
MBA with an emphasis in Finance, Chartered Financial Analyst (CFA) designation. Service-oriented investment professional offering more than 20 years of experience in the financial services industry. Demonstrated ability to coordinate detail in meeting demanding time and performance requirements. Organized, quick-learning, self-motivated, independent worker with excellent team attitude and ability to communicate effectively at all levels. Charles Schwab -
Dale Rottschafer Cfa currently works in the
Charles Schwab -
Dale Rottschafer Cfa specializes in
MBA with an emphasis in Finance, Chartered Financial Analyst (CFA) designation. Service-oriented investment professional offering more than 20 years of experience in the financial services industry. Demonstrated ability to coordinate detail in meeting demanding time and performance requirements. Organized, quick-learning, self-motivated, independent worker with excellent team attitude and ability to communicate effectively at all levels. -
Dale Rottschafer Cfa speaks the following languages:
No languages available. -
Dale Rottschafer Cfa has prior experience in the following industries:
Envestnet , Envestnet Asset Management , Metamorphosis Money Management , Envestnet Asset Management , Us Bank -
Dale Rottschafer Cfa has the following professional experience:
Charles Schwab , Envestnet , Envestnet Asset Management , Metamorphosis Money Management , Envestnet Asset Management , Us Bank . -
You can view Dale Rottschafer Cfa’s
LinkedIn profile at LinkedIn URL. -
Dale Rottschafer Cfa’s work email addresses are
[email protected] . -
Dale Rottschafer Cfa works at
Charles Schwab
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