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Cfp Dustin Gale Cpwa

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Cfp Dustin Gale Cpwa

Sr. Wealth Advisor - Senior Vice President | Kayne Anderson Rudnick

United States

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Cfp Dustin Gale Cpwa

Summary

Dustin Gale is a Senior Wealth Advisor and Senior Vice President at Kayne Anderson Rudnick, based in Beverly Hills, California. With a focus on financial services, he brings extensive expertise in wealth management to his clients. Although specific educational details are not provided, his role suggests a strong foundation in finance and investment strategies. Dustin is likely to be well-versed in navigating complex financial landscapes, providing tailored advice to high-net-worth individuals. He is known for his client-centric approach and ability to build long-lasting relationships. His current position reflects a commitment to excellence in financial advisory services. Dustin's experience in a reputable firm indicates a stable career trajectory, with potential interests in emerging financial technologies and sustainable investing. His professional journey showcases a blend of strategic thinking and personalized service.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Dustin Gale Cpwa

Work Experience

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Sr. Wealth Advisor - Senior Vice President at

Kayne Anderson Rudnick

January 2015 - Present

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Private Banker, Vice President at

Wells Fargo & Company

March 2009 - December 2014

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Premier Client Manager, Assistant Vice President at

Bank of America Corporation

May 2008 - January 2009

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Sales and Service Associate at US Trust, Bank of America Private Wealth Management at

Bank of America Corporation

February 2005 - May 2008

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Senior Wealth Advisor - Senior Vice President at

Kayne Anderson Rudnick

Present

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Cfp Dustin Gale Cpwa

Education

University of Chicago Booth School of Business Executive Education, Investments & Wealth Institute®

January 2019

University of California, Los Angeles, Certificate In Personal Financial Planning

January 2010 - January 2012

Frequently Asked Questions about Cfp Dustin Gale Cpwa

What is Cfp Dustin Gale Cpwa email address?

Cfp Dustin Gale Cpwa's primary email address is *****@kayne.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Dustin Gale Cpwa work for?

Cfp Dustin Gale Cpwa is a Sr. Wealth Advisor - Senior Vice President at Kayne Anderson Rudnick, a company specializing in Security brokers & dealers.

Where Cfp Dustin Gale Cpwa graduated from?

Cfp Dustin Gale Cpwa holds a degree in Certified Private Wealth Advisor® Program from University of Chicago Booth School of Business Executive Education.

How can I directly contact Cfp Dustin Gale Cpwa?

To contact Cfp Dustin Gale Cpwa directly, you can use the email address *****@kayne.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Dustin Gale Cpwa?

Dustin Gale is a Senior Wealth Advisor and Senior Vice President at Kayne Anderson Rudnick, based in Beverly Hills, California. With a focus on financial services, he brings extensive expertise in wealth management to his clients. Although specific educational details are not provided, his role suggests a strong foundation in finance and investment strategies. Dustin is likely to be well-versed in navigating complex financial landscapes, providing tailored advice to high-net-worth individuals. He is known for his client-centric approach and ability to build long-lasting relationships. His current position reflects a commitment to excellence in financial advisory services. Dustin's experience in a reputable firm indicates a stable career trajectory, with potential interests in emerging financial technologies and sustainable investing. His professional journey showcases a blend of strategic thinking and personalized service.

Cfp`s contact details

mail

*****@kayne.com

Colleagues

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Frank Lee Cfa

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Michael Shoemaker

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Stephanie Gillman

Managing Director, Marketing & Communications

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Doug Foreman

Chief Investment Officer

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Cpwa Curt Biren

Senior Wealth Advisor with Kayne Anderson Rudnick - Advising affluent individuals and families on their wealth and investments

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Dan Kale

Managing Director, Information Technology

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