EVP Chief Financial Officer
“When clients are successful, I’m fulfilling my purpose. I want to empower others to take control of their lives; to help those who are striving for success achieve it.”
Dale has over 20 years of experience in environments ranging from start-ups to large multinational corporations, and has lived and worked internationally providing professional expertise on corporate finance & accounting. Dale exemplifies the core value of “care” with everything he does at MTI in his position as Executive Vice President and Chief Financial Officer.
He helps create a great client experience by providing practical approaches to the creation and attainment of MTI’s overall vision. Dale’s professional guidance in business and financial practices helps ensure MTI’s family of clients receive the valuable investment education that they have come to expect. He is a strong believer in “the power of human connection,” and strives to improve operations in every aspect of the corporation from finances to human resources.
Dale holds an MBA in Finance and International Business from Jacksonville University and Bachelor of Science degrees in Accountancy and Management Science from the University of North Carolina. He is both a Certified Public Accountant, and a Chartered Global Management Accountant.