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| Dale Woolhiser has been in the Financial Services industry since 1976. Dale specializes in retirement plans and philanthropic giving. Dale is also a creator of children's books and music. He is an avid volunteer in the local community. He is currently a board member for the Montana Community Foundation and the Missoula Community Foundation. He enjoys outdoor activities with his wife and daughter as well as reading and playing the guitar. |
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Professional Experience
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UBS Financial Services Inc.
- First Vice President - Investments
Missoula, MT
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April 2009 - Present
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Merrill Lynch
- First Vice President - Investments
Missoula, MT
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March 1995 - April 2009
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Education
- University of Montana B.A. Economics
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Personal & Community
- Founder and Board Member Missoula Community Foundation
- Board Member Montana Community Foundation
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| Registered States:
AZ,
CA,
CO,
ID,
IL,
MO,
MT,
ND,
NJ,
OK,
OR,
PA,
TX,
WA,
WI,
WY
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