Speak to the CEO

Dale Fickett is the Chief Executive Officer of Open Trellis, a technology that provides business owners with peer collaboration, mentorship for sales growth, and financial services.

As a regular author for Forbes Business Council and having worked for decades as an entrepreneur, capital markets strategy consultant, and an outsourced CIO, Dale now assists fellow business owners with:

• Growth Strategy & Capital
• Tax Strategy & Planning
• Insurance & Risk Management
• Exit Planning & Transactions
• Retirement & Legacy

Dale is assisting clients by evaluating holistic strategies for complex business, investment, and asset management scenarios.