100+ Independent wealth management company PowerPoint (PPT) Presentations, Independent wealth management company PPTs

Independent wealth management company - PowerPoint PPT Presentation

Dale E. Veitch

Dale E. Veitch is a successful and extensively experienced professional from Orlando, Florida. He started his career in 1984 in the insurance sector, serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.

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595 views • 9 slides

dale veitch is an upstanding citizen

Dale Veitch is a successful professional and an upstanding citizen of Orlando, Florida. He has an experience of over 18 years in the financial services industry. As the CEO/Chief Family Strategist of Lexington Family Office Services, Dale puts in his exceptional talent, entrepreneurial spirit, and a diverse experience to one of the fastest growing multifamily offices in the country.

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513 views • 8 slides

dale veitch

Dale worked as an analyst for Central Insurance Underwriters in 1986 and in 1993 he worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets.

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383 views • 8 slides

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Independent wealth management company - PowerPoint PPT Presentation

Dale E. Veitch

dale veitch is an upstanding citizen

dale veitch