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Dale Smith Cfa

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Dale Smith Cfa

Chief Investment Officer | Meeder Investment Management

Dublin, Ohio, United States

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Dale Smith Cfa

Summary

Dale Smith is a seasoned financial executive with over three decades of diversified experience in investment management, accounting, and strategic planning. Currently serving as the Chief Investment Officer at Meeder Investment Management, he oversees a substantial portfolio exceeding $30 billion. Dale's expertise spans alternative investments, asset management, and financial analysis, demonstrating a strong command of both quantitative and qualitative investment strategies. His leadership has been pivotal in enhancing client service and exceeding financial targets consistently. Dale's previous roles include senior leadership positions at BISYS Fund Services, where he significantly improved operational efficiency and client satisfaction. With a dual major in Accounting and Computer Science, he possesses a unique blend of financial acumen and technical skills, making him a valuable asset in the evolving financial landscape. His commitment to excellence is reflected in his ability to navigate complex financial environments and drive innovative solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Dale Smith Cfa

Work Experience

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Chief Investment Officer at

Meeder Investment Management

March 2005 - Present

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Senior Vice President, Financial Services at

Citi India

January 1999 - March 2005

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Senior Vice President, Fund Accounting at

Citi India

January 1996 - January 1999

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Chief Financial Officer at

Citi India

January 1992 - January 1996

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Director, Fund Accounting at

The Winsbury

January 1988 - January 1992

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Audit Staff/Audit Supervisor/Audit Manager at

PwC

January 1982 - January 1988

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Dale Smith Cfa

Education

Ohio University, Mfe

January 2008 - January 2009

The Ohio State University, Bachelor Of Business Administration (Bba)

January 1978 - January 1982

Frequently Asked Questions about Dale Smith Cfa

What is Dale Smith Cfa email address?

Dale Smith Cfa's primary email address is ******@meederinvestment.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dale Smith Cfa work for?

Dale Smith Cfa is a Chief Investment Officer at Meeder Investment Management, a company specializing in Functions related to depository banking.

Where Dale Smith Cfa graduated from?

Dale Smith Cfa holds a degree in Economics And Finance from Ohio University.

How can I directly contact Dale Smith Cfa?

To contact Dale Smith Cfa directly, you can use the email address ******@meederinvestment.com. Complete contact information is available upon registration with Muraena.

Who is Dale Smith Cfa?

Dale Smith is a seasoned financial executive with over three decades of diversified experience in investment management, accounting, and strategic planning. Currently serving as the Chief Investment Officer at Meeder Investment Management, he oversees a substantial portfolio exceeding $30 billion. Dale's expertise spans alternative investments, asset management, and financial analysis, demonstrating a strong command of both quantitative and qualitative investment strategies. His leadership has been pivotal in enhancing client service and exceeding financial targets consistently. Dale's previous roles include senior leadership positions at BISYS Fund Services, where he significantly improved operational efficiency and client satisfaction. With a dual major in Accounting and Computer Science, he possesses a unique blend of financial acumen and technical skills, making him a valuable asset in the evolving financial landscape. His commitment to excellence is reflected in his ability to navigate complex financial environments and drive innovative solutions.

Dale`s contact details

mail

******@meederinvestment.com

Colleagues

Nicole Nicdao

Vice President, National Accounts

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Bob Meeder

President and Chief Executive Officer

Susan Meeder

Chief Administrative Officer

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Ted Clark

Vice President, Investment Consulting

Tim Mccabe

Chief Legal Officer

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Michael Ciotola Cpa

Senior Vice President Operations

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Mike Saraullo

Vice President of Wealth Management

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Angelo Manzo Cfa Caia Cfp

Vice President and Portfolio Manager

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Kelly Hoy Sphr

Vice President, Human Resources

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Daniel Messmer

Managing Partner / Financial Advisor

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