Page 2 - Raymond Dale LinkedIn Extract

CEO, Registered Investment Advisor, Asset Manager and Chief Financial Planner to Private Investors,
Investor Groups, Pension and Retirement Plans. The Company managed $550,000,000 in asset allocation
portfolios. Fee based. No Investment Products sold.

Broker of Record – President at North Coast Properties, President at Shasta Benchmark Properties
1978 -19851

Both companies were involved in real estate development and construction. Ocean lot development in
Southern California and a 126-lot subdivision in Norther California. Over 40 homes were build and sold and
75 lots were sold with all offsite improvements installed.

Projects, Boards, Education

Board of Advisors Charles Schwab & Company
1986 to 1988
Advised on the formation of a no-load mutual fund platform for Registered Investment Advisors.

SEI Trust
1998 to 2001
Was a Select Advisor with $25,000,000 on their Asset Allocation platform.

Asset Mark Investment - Premier Advisor
2002 to 2004
Managed a $25,000,000 mixed portfolio for 75 clients using Asset Allocation methodology.

ERISA Law Educator
1995 to Present
Designer and Educator of ERISA Law programs for CE credits to Lawyers, CPA's, EA's, Financial Planners
and Real Estate Professionals. Available as a speaker for large professional conventions and smaller venues
like a law firm.

Adjunct Faculty member of the College for Financial Planning
1990 to 1995
Taught the full Certified Financial Planning Curriculum for students to acquire the CFP designation.

Due Diligence Officer
1982 to 1985

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