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Cfp Dustin Gale Cpwa
Cfp Dustin Gale Cpwa
Sr. Wealth Advisor - Senior Vice President | Kayne Anderson Rudnick
United States
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.
Cfp Dustin Gale Cpwa
Work Experience
Sr. Wealth Advisor - Senior Vice President at
Kayne Anderson Rudnick
January 2015 - Present
Private Banker, Vice President at
Wells Fargo & Company
March 2009 - December 2014
Premier Client Manager, Assistant Vice President at
Bank of America Corporation
May 2008 - January 2009
Sales and Service Associate at US Trust, Bank of America Private Wealth Management at
Bank of America Corporation
February 2005 - May 2008
Senior Wealth Advisor - Senior Vice President at
Kayne Anderson Rudnick
Present
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
University of Arizona, Eller College of Management, Bsba
January 2001 - January 2005
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
*****@kayne.com
Colleagues
Chief Administrative Officer
Chief Administrative Officer
Executive Managing Director
Sr VP
Chief Compliance Officer
Managing Director
Managing Director, Marketing & Communications
Chief Investment Officer
Senior Wealth Advisor with Kayne Anderson Rudnick - Advising affluent individuals and families on their wealth and investments
Managing Director, Information Technology