William Wyatt Dale

Current Employers

Employment History

• 09/2015 → 06/2017
  Full-Time Education
  St Louis, MO
• 06/2017 → 08/2017
  Camps Leelanau And Kohahna
  Maple City, MI
• 08/2017 → 05/2018
  Full-Time Education
  Elsah, IL
• 02/2018 → 05/2018
  Principia College
  Elsah, IL
• 02/2018 → 05/2018
  Principia College
  Elsah, IL
• 06/2018 → 08/2018
  Camps Leelanau And Kohahna
  Maple City, MI
• 08/2018 → 05/2019
  Principia College
  Elsah, IL
• 08/2018 → 05/2019
  Full-Time Education
  Elsah, IL
• 06/2019 → 08/2019
  Camps Leelanau And Kohahna
  Maple City, MI
• 08/2019 → 05/2020
  Full-Time Education
  Elsah, IL
• 08/2019 → 05/2020
  Principia College
  Elsah, IL
• 08/2019 → 03/2020
  Principia College
  Elsah, IL
• 05/2020 → 08/2020
  Unemployed
  Las Vegas, NV
• 08/2020 → 05/2021
  Principia College
  Elsah, IL
• 08/2020 → 05/2021
  Full-Time Education
  Elsah, IL
• 02/2021 → 05/2021
  Principia College
  Elsah, IL
• 06/2021 → 08/2021
  Camps Leelanau And Kohahna
  Maple City, MI
• 08/2021 → 09/2021
  Unemployed
  Holliston, MA
• 10/2021 → Present
  Infante Property Management
  Framingham, MA
• 08/2016 → 06/2017
  Full-Time Education
  St Louis, MO
• 09/2025 → Present
  Osaic Wealth, Inc.
  Greenwood Village, CO
• 08/2025 → Present
  Bull, Bear, Bartz Llc Dba Envision Financial Partners
  Greenwood, CO

Other Businesses

1) INFANTE PROPERTY MANAGEMENT POSITION: Accountant NATURE: This is a property management company, structured as an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 392 Union Ave, Framingham MA 01702, United States DESCRIPTION: My main job is to reconcile the business accounts on a regular basis to make sure we are not missing any transactions. I review the accounts on a weekly basis and send any corrections that need to be made to the person responsible for making the correction. The other part of my job is to be the point person for a specific client. I take care of most of the duties for this client, including: collecting rent, paying bills, sending out lease renewal / rent increase reminders, communicating with tenants, generating & reviewing monthly financials, etc. 2) BULL BEAR BARTZ LLC DBA ENVISION FINANCIAL PARTNERS POSITION: Business Development Associate NATURE: Bull Bear Bartz is an LLC, Envision Financial Partners is the dba. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 120 START DATE: 09/23/2025 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: I am prospecting on behalf of Envision Financial Partners. Scheduling initial and fact finding appointments. Supporting client onboarding, including gathering financial data. Assist advisors with preparing for client meetings. Contribute to marketing efforts, community engagement, and business networking initiatives. 3) WYATT DALE POSITION: Business Development Associate NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/23/2025 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Sell fixed insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-09

Other Names

• Wyatt Dale