Dale Walters
Angestellt, CEO, Keats, Connelly and Associates, LLC
Phoenix, Vereinigte Staaten
Werdegang
Berufserfahrung von Dale Walters
Bis heute 11 Jahre und 4 Monate, seit Jan. 2013
Officer and Chief Compliance Officer
KeatsConnelly, ULC
KeatsConnelly, ULC is the Canadian subsidiary of Keats, Connelly and Associates (US) and I am its Chief Compliance Officer. I am responsible for making sure the company and its employees comply with the securities laws of Canada. KeatsConnelly, ULC is a registered portfolio manager in British Columbia, Alberta and Ontario.
Bis heute 25 Jahre und 4 Monate, seit Jan. 1999
President and CEO
Cross Border Tax & Accounting, LLC
As President and CEO, I oversee the direction of the firm. I am also heavily involved in the marketing of the firm.
Bis heute 30 Jahre und 4 Monate, seit 1994
CEO
Keats, Connelly and Associates, LLC
As CEO I oversee all of the strategic planning and the departmental directors.
Ausbildung von Dale Walters
1987 - 1989
Accounting
Arizona State University
Accounting and Finance
1976 - 1980
Finance and Education
Drake University
Personal Financial Planning
Sprachen
Englisch
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