Eric Dale

Eric Dale brings over 35 years of financial markets experience in various capacities to AFP, including private banking, institutional non-Dollar equity sales, investment strategy and regional sales management. Prior to AFP, he worked for Credit Suisse First Boston and subsequently Credit Suisse Private Banking USA in the US for nine years as a national sales manager in the US and as the regional manager for the Florida domestic market. From 2004 until 2005, Eric raised funds for the Prostate Cancer Charity in the UK, as Director of Fundraising and as head of the charity’s major donors effort in the UK. Before joining the Prostate Cancer Charity, he worked for 29 years in sales and management roles in Amsterdam, Bahrain, Geneva, London and New York for Merrill Lynch International, Merrill Lynch Banque Suisse, Merrill Lynch International Bank and Merrill Lynch Capital Markets. His ultimate responsibility was as Managing Director and market leader for the Benelux and Nordic markets for Merrill Lynch International Bank. Eric began his career as a banking trainee with National Grindlays Bank in its joint training program with FNCB in Beirut followed by six years as an account executive with Merrill Lynch, Pierce Fenner & Smith in London. He earned his MA in Mathematics and Natural Philosophy from Edinburgh University in Scotland and his MSc in Advanced Mathematics from Christ Church, Oxford University, England. He is a Certified Financial Planner and a CAIA Charter Holder.