Introducing Nancy M. Dale
Vice Chairman, Business Development
Experience, Leadership, Integrity
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18-year career in financial services business development & management
Experience
• Project Manager at RBC Dominion Securities, Royal Bank of Canada - created a proprietary electronic technology solution for monitoring post-trade analytics and performance measurement systems, portfolio investment policy compliance and daily post-trade settlement for managed accounts. Integrated index analytics into technology systems that assisted with development of algorithmic trading technologies measuring proprietary intelligent trading strategies for efficacy and investment policy compliance (2005-2007)
• Provided business unit management and project management consulting services to Bill Dale’s Investment Advisor / Portfolio Management business unit at within RBC Dominion Securities, overseeing development of proprietary portfolio analytics technology systems and business unit operations (1994-2005)
• Founder of a financial services education company focused on portfolio management methodology, investment market structures and portfolio performance measurement metrics, and developed marketing initiatives to support the growth of Bill Dale’s Investment Advisor/Portfolio Management business at RBC Dominion Securities, Royal Bank of Canada (1994 – 2001)
Ms. Dale co-founded Cürex Group in 2007
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