Dale is an experienced business executive who has a successful track record of over 25 years in both large companies and entrepreneurial middle market companies. His experience ranges from finance and strategic planning to marketing and sales across a variety of industries including banking, high-tech, retail services and consulting.
Over a 15-year career at Bank of America, Dale held numerous management positions, including Division Controller of the bank’s California Division, Vice President and head of Retail Strategic & Market Planning, and Vice President in charge of both middle market and large corporate banking customers in the bank’s commercial banking divisions. For five years he served as Chief Financial and Administrative Officer of the bank’s operations and technology division, which comprised over 12,000 people with an annual budget in excess of $600MM.
Dale left Bank of America to become CFO of Automation Partners, a law practice automation firm, where he played a lead role in merging the firm with another company in order to gain a national presence.
During the next five years he was CFO/CAO of California Lubricants, the Northern California Jiffy Lube master franchisee, and helped to lead that firm to grow from start-up to over $25MM in revenue. Dale played a significant role in selling California Lubricants to Pennzoil.
He then formed a new automotive services business, Pacific CarCare and, as co-CEO, grew that company to $20MM in sales. During this time he managed the acquisition of several companies, as well as the ultimate sale of his company to Quaker State Corporation (now part of Royal Dutch Shell).
Since selling his business, Dale has worked as a management consultant under the umbrella of the Competitive Advantage Group and has advised numerous small and middle market companies and non-profit organizations in financial matters, business strategy, acquisitions, marketing and sales, as well as valuations and exit strategies. His considerable experience in finance, operations, strategic planning and marketing in a variety of industries bring a seasoned business perspective and a multidisciplinary approach to our team at The Language of Business.
Dale holds B.S. degrees in accounting and finance from the University of California at Berkeley and M.B.A. from the Haas School of Business at the University of California. In addition, he has successfully completed executive marketing programs at Columbia and Harvard Universities.