CAPTRUST
Dale Delserone has a diverse work experience spanning over several years. Dale began their career at Fidelity Investments in 2007, starting as a Security Representative and later becoming a 401k Representative (Team Leader) before transitioning to the role of a RIS Specialist. In 2008, Dale joined CAPTRUST as a Financial Analyst Associate and progressively moved up within the company, holding positions such as Financial Consultant, Senior Financial Consultant, Finance Manager, and currently serving as a Senior Finance Manager since January 2021. Dale's expertise and extensive experience in finance and consulting make him a valuable asset to any organization.
From 2002 to 2006, Dale Delserone attended East Carolina University - College of Business, where they earned a Bachelor of Science in Business Administration (BSBA) with a focus on Managerial Finance.
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CAPTRUST
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CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.