Dale Mitchell

Client Experience Associate

Dale joined Sachetta in 2012 as an Administrative Assistant. She studied Accounting at North Shore Community College and also received her Realtors License in 2007. Since 2015 she has been in an Administrative role for the Wealth Management team. Dale's love for customer service and wealth management administration makes her position a perfect fit for her. 

Dale enjoys boating, swimming, walking, reading, cooking, but most of all, time with her family and grandchildren Andrew and Nora. Dale resides in Danvers, MA with her husband, Frank. 

I think our clients are a reflection of the partners of Sachetta.  They are loyal, responsive, and, pleasant.  I have always enjoyed interaction with the clients of Sachetta. ”
Dale_Mitchell

3 Questions with Dale

"What’s your favorite thing about working at the firm?"

I love what I do. It’s very rewarding. I love the client contact and helping people whether I’m doing reports, opening new accounts, onboarding new clients, sending a gift basket or responding to the Wealth Management Team’s needs.

"What’s special about your Sachetta clients?"

I think our clients are a reflection of the partners of Sachetta Callahan. They are loyal, responsive, and, pleasant. I have always enjoyed interaction with the clients of Sachetta Callahan.

"If you could have dinner with anyone dead or alive, who would you choose?"

My mom and dad because our dinners whether weeknight or holiday were so spectacular. My mother could take any leftover she had and make you think you were eating a gourmet meal. We had the most stimulating conversations and laughter, and I would love for my grandkids to have that experience.

Latest Posts

How Behavioral Finance Informs Investment Decisions

Some people have a misconception that successful investors must be highly rational and logical. They must study market analysis and make strategic moves based entirely on what the numbers tell them. I...

Read More

Choosing a Bar Mitzvah Gift Amount and Other Money Questions from Young People

Are you headed to a bar mitzvah or bat mitzvah and wondering about the appropriate bar mitzvah gift amount? For adult guests, figuring out an appropriate bar mitzvah gift amount is a reasonably low-st...

Read More